The Janus Henderson Global Sustainable Equity Fund returned -5.88% for Q4 2024. Click here to read the full commentary...
Continue ReadingAlphabetâs Google Search still leads despite AI disruption attempts. Read why GOOGL stock is undervalued, with Google Cloud driving future growth...
Continue ReadingThe Janus Henderson Global Sustainable Equity Managed Account Portfolio returned -5.71% (gross) for Q4 2024. Click here to read the full commentary...
Continue ReadingThe Janus Henderson Global Research Fund returned 0.98% for Q4 2024. Click here to read the full commentary...
Continue ReadingAlphabet's net revenue fell short, but YouTube and search showed strength. Read why GOOG stock is poised for growth despite high AI investments...
Continue ReadingAmazon is making a major play in AI hardware with Trainium2, its second-generation AI accelerator designed to compete with Nvidiaâs H100 and Googleâs TPUv6e...
Continue ReadingGMO's portfolio update highlights key stock adjustments and forecasts a promising 9.6% return for International Deep Value assets. See more here...
Continue ReadingAlphabet'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...
Continue ReadingThe Fund returned -4.21% and the MSCI World Index returned -0.16%. Stock selection and an underweight in healthcare contributed to relative performance...
Continue ReadingExplore President Trump's plan for a U.S. Sovereign Wealth Fund...
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