Since last April, small-cap and value stocks have outperformed large-cap growth and big tech. Can the rotation continue?
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.
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.
Commercial development and adoption of autonomous driving is being driven by accelerating AI advancements.
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.
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.