A deep dive into the current state of AI, including the latest advancements, its potential to propel economic growth, and the rise of agentic AI.
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.
The latest quarterly earnings results from Big Tech companies reveal that AI is showing up in growth, not just CapEx spending.
AI is proving to be a tailwind for technology segments that had previously not been seen as direct beneficiaries.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
Since last April, small-cap and value stocks have outperformed large-cap growth and big tech. Can the rotation continue?
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
Recent deals within the AI ecosystem seek to align major players in the effort to meet voracious demand.
NVIDIA is reaffirming its dominant position in the AI infrastructure space.
Janus Henderson’s ‘Partnerships for a Brighter Future’ event in New York discussed AI and bionic enhancements that can support human resilience.