Why we think small caps can build on renewed performance strength.
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.
Considering the risks posed by AI to technology and software loans.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.
How advisory teams can use AI to improve the quality of their thinking, strengthen collaboration, and challenge assumptions before important decisions ever reach a client.
Mid-cap growth offers mix of business models and drivers that can support portfolio diversification beyond AI.
When it comes to advisors' use of AI, trust isn’t a technology issue, it’s a relationship issue – particularly for women.
As liquidity conditions evolve and profit growth expands globally, opportunities are emerging beyond the Magnificent 7 and other momentum-driven market leaders.
Amid a fluid market environment, the Research Team continues to focus on opportunities driven by long-term secular themes.
Why a more selective and active approach to fixed income now may help improve risk-adjusted returns.
Janus Henderson's 2026 Investor Survey found that most investors view AI as a durable, long-term structural force rather than a fleeting trend.