Nvidia’s quarterly earnings report demonstrates that the artificial intelligence (AI) supercycle is not just progressing but likely accelerating.
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Bond investors need a framework to determine how to best position duration within a global portfolio during a period of conflict-driven inflation.
A closer look at one of the key findings from Janus Henderson’s 2026 Investor Survey, which sought to gauge investor sentiment around AI.
A discussion of key themes and investor priorities from Milken Institute’s 2026 Global Conference.
Investor implications from the US-China summit in Beijing.
Portfolio Portrait is designed to help financial professionals cut through market complexity, highlighting key trends and behaviors to support more informed portfolio decisions.
How investors are thinking about AI in terms of financial guidance, advisor use, and as a long-term investment theme.
Current trends, risks, and opportunities for investors within the office real estate market.
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.
International equities offer a diverse opportunity set that can serve as a counterbalance to tech-heavy U.S. market exposure.
Private credit managers should prioritize liquidity management, diversification, and transparency to better suit a broader investor base.