Janus Henderson Global Sustainable Equity Fund’s Q2 2026 Investor Letter

Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. Global equities experienced a robust quarter, with the Fund returning 16.17%, outperforming the Index’s 13.16% gain and the Peer Group’s 12.98% return. An overweight in information technology, particularly AI infrastructure, and underweight positions in energy, materials, and consumer staples were the key drivers. AI significantly...