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Janus Henderson Global Sustainable Equity Fund Q4 2024 Commentary

The Janus Henderson Global Sustainable Equity Fund returned -5.88% for Q4 2024. Click here to read the full commentary...

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GOOGL MSFT

Alphabet: Don’t Let This Buying Opportunity Go To Waste (Upgrade)

Alphabet’s Google Search still leads despite AI disruption attempts. Read why GOOGL stock is undervalued, with Google Cloud driving future growth...

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AAPL AMZN GOOGL MSFT TSLA

Janus Henderson Global Sustainable Equity (ADR) Managed Account Q4 2024 Commentary

The Janus Henderson Global Sustainable Equity Managed Account Portfolio returned -5.71% (gross) for Q4 2024. Click here to read the full commentary...

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AAPL AMZN GOOGL MSFT

Janus Henderson Global Research Fund Q4 2024 Commentary

The Janus Henderson Global Research Fund returned 0.98% for Q4 2024. Click here to read the full commentary...

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GOOGL

Alphabet Q4: Mixed Results And A Buying Opportunity

Alphabet's net revenue fell short, but YouTube and search showed strength. Read why GOOG stock is poised for growth despite high AI investments...

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AMZN GOOGL

Quick Thoughts On Amazon’s Chip Ambitions

Amazon is making a major play in AI hardware with Trainium2, its second-generation AI accelerator designed to compete with Nvidia’s H100 and Google’s TPUv6e...

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AAPL AMZN GOOGL MSFT

Tracking Jeremy Grantham’s GMO Capital Portfolio – Q4 2024 Update

GMO's portfolio update highlights key stock adjustments and forecasts a promising 9.6% return for International Deep Value assets. See more here...

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GOOGL

Alphabet: Cheap Among The Mag7, But Not Cheap Enough

Alphabet's solid long-term investment potential is driven by AI and cloud growth. It is fairly valued among its peers, but not a bargain. See more on GOOG here...

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AMZN GOOGL TSLA

Janus Henderson Global Equity Income Fund Q4 2024 Commentary

The Fund returned -4.21% and the MSCI World Index returned -0.16%. Stock selection and an underweight in healthcare contributed to relative performance...

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AAPL AMZN GOOGL MSFT

Implications Of A U.S. Sovereign Wealth Fund

Explore President Trump's plan for a U.S. Sovereign Wealth Fund...

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