How the continued evolution and implementation of AI is impacting companies, tech investors, and the global economy.
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.
Portfolio Manager Hamish Chamberlayne explores how, in a world marked by geopolitical upheaval, artificial intelligence (AI) is transforming traditional economic forces, presenting both opportunities and challenges.
Janus Henderson’s ‘Partnerships for a Brighter Future’ event in New York discussed AI and bionic enhancements that can support human resilience.
Ali Dibadj, CEO, spoke with Richard Clode and Agustin Mohedas about AI’s potential to unlock opportunities in trillion-dollar markets.
Where we see revenue streams emerging and broadening the AI ecosystem’s opportunity set.
Main learnings from NVIDIA’s annual technology conference, a notable market event highlighting the rapid progression of the AI revolution, including the investment opportunities.
Main learnings from NVIDIA’s annual technology conference, a notable market event highlighting the rapid progression of the AI revolution, including the investment opportunities.
Highlights from NVIDIA’s most recent earnings call and the considerations for investors.
We explore how innovation seeks to meet AI's energy needs and the technology’s potential impact on climate.
Can Big Tech firms sustain their big spending on AI? Portfolio Manager Tom O’Hara argues they can, with potential benefits for European companies.
Geopolitical factors have a significant impact on companies, including those that are enabling AI.