Investors questioning the scale of AI CapEx or the theme’s durability need only look to extensive supply bottlenecks to assuage concerns.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive positive change and generate long-term wealth.
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
Robert Schramm-Fuchs explores the outlook for European equities, highlighting earnings momentum, attractive valuations, market rotation, and key stock selection opportunities.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why China offers a compelling broader AI investment case.
Tokenisation is moving from concept to utility. Discover why blockchain rails could reshape asset management.
Assessing how the growth drivers for commercial space have evolved and what the SpaceX IPO signals for the industry.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.