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.
UK equities have outperformed the US over the last couple of years, but returns are highly concentrated. Discover why attractive valuations beyond the largest stocks create opportunities for active managers.
Solvency II reform is reshaping insurers’ access to securitisation, improving capital efficiency and opening a broader, global opportunity set beyond Europe.
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.
Allocating to Collateralised Loan Obligations (CLOs) opens up access to diversification and defensive income. How do CLOs work and what can history tell us about the asset class?