After several weeks meeting companies, peers, and experts in Japan, Jigar Pipalia from the Global Sustainable Equities Team, is convinced that digitalisation is one of the most compelling investing opportunities in Japan today.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
Amid global uncertainty and shifting credit conditions, we explore how innovation, attractive valuations, and deep research make small caps a compelling choice.
As housing affordability continues to decline, many Australians are rethinking the traditional path to wealth. Exchange traded funds (ETFs) and other sharemarket investments are emerging as accessible alternatives to building wealth outside of home ownership.
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
At JHI's recent Madrid Investment Summit, Ali spoke with Jeremiah Buckley and Luke Newman about where they are finding the most compelling opportunities within equities.
AI's role as a secular mega-trend and how strategic investments can leverage AI for long-term value creation.
NVIDIA is reaffirming its dominant position in the AI infrastructure space.
With the 'Made in Italy' label under scrutiny, luxury brands are enhancing efforts on supply chain due diligence and transparency.
AI integration and regional dynamics offer a fresh perspective for global small caps.