China’s AI sector is entering a pivotal phase in 2026, driven by mass adoption campaigns, rapid progress in agentic models, and a pragmatic approach to funding and monetisation.
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.
Corporate credit has stayed firm amid the volatility related to the Middle East conflict. We explore why volatility has stayed contained and what this means for investors.
While the Fed continues to face risks to both sides of its dual mandate, recent comments reveal growing concerns about inflation.
Key highlights from NVIDIA's GTC 2026 event.
Volatile markets are changing the rules. Could trend following be the new anchor for portfolios?
Insights from the Janus Henderson Investment Conference in Abu Dhabi in January on geopolitics, AI and why active investing matters in today’s equity markets.
Explore how the rise of GLP-1 weight loss drugs and the growing awareness of ultra-processed foods are reshaping the food industry.
Assessing the positive and negative aspects of the February CPI report and the implications for fixed income investors.
Earnings growth and reasonable valuations are supporting a broad opportunity set across non-U.S. technology stocks.
Our Research Analysts share their takeaways from two of the industrials sector’s biggest annual conferences, highlighting which infrastructure themes appear to have staying power.
What are the market implications of sustained conflict with Iran, from energy shocks to inflation pressures?