In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
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Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
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.
Portfolio Manager Hamish Chamberlayne explores how, in a world marked by geopolitical upheaval, artificial intelligence (AI) is transforming traditional economic forces, presenting both opportunities and challenges.
Janus Henderson’s ‘Partnerships for a Brighter Future’ event in New York discussed AI and bionic enhancements that can support human resilience.
Commercial development and adoption of autonomous driving is being driven by accelerating AI advancements.
Innovation in reasoning models is driving a pivot in AI infrastructure demand.
Main learnings from NVIDIA’s annual technology conference, a notable market event highlighting the rapid progression of the AI revolution, including the investment opportunities.
Market concerns around DeepSeek's most recent LLM developments and its implications for investors.