Brian Recht explores how AI is moving from blanket enthusiasm to competitive differentiation and why extreme market concentration creates opportunities in overlooked segments.
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Surging supply from AI-driven tech giants is reshaping investment grade credit. Explore what this means for spreads, sector shifts, and investor strategies in 2026.
Exploring the expanding opportunities for high yield investors to participate in the artificial intelligence (AI) narrative.
Join Janus Henderson's investment experts as they discuss the market outlook for 2026, focusing on AI's growth potential, the K-shaped economy, and strategies for managing the higher cost of capital. Learn how to optimise portfolios amidst evolving risks and opportunities.
Reasons why Japanese stocks ae positioned for another year of attractive returns in 2026.
Modest economic growth should support high yield bonds but rich valuations demand selectivity.
Although facing risks to both sides of its dual mandate, the Fed prioritized soft jobs data by delivering a quarter-point rate cut.
Sydney’s office market is facing muted future supply and a flight-to-quality.
Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.
U.S. auto asset-backed securities present an attractive yield opportunity for investors.
European CLOs offer resilience and opportunity in 2026, driven by strong demand and supportive regulation – helping investors balance yield and stability.