With the U.S. market dominated by mega-cap tech companies, investors may be more exposed to tech – and less exposed to healthcare innovation – than they realize.
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.
Aging populations are driving demand for healthcare innovation, while as AI productivity improves, monetisation paths are becoming clearer.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Why managed care stocks lagged in 2025 and how improved visibility and lower expectations are reshaping the outlook for 2026.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
Janus Henderson’s ‘Partnerships for a Brighter Future’ event in New York discussed AI and bionic enhancements that can support human resilience.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.