Janus Henderson Investors, an investment management company, released its first-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. In the quarter, the Fund returned -3.07%, slightly better than the MSCI World Index's -3.57%. Strong stock selection in information technology, especially companies tied to artificial intelligence (AI) infrastructure, supported the relative performance. However, holdings sensitive to AI disruption fears underperformed, and minimal energy exposure also impacted results. The year began positively, but a sharp decline followed, largely due...
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.