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Negative Sentiment Around Insurance-Related Companies Pressured Arthur J Gallagher (AJG)

Janus Henderson Investors, an investment management company, released its “Global Sustainable Equity Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here. In the fourth quarter of 2025, global equity markets experienced a significant upswing, with many indices hitting new all-time highs. Resilient equity markets, favorable monetary policies, and ongoing momentum in AI and electrification trends supported this positive investment environment. The firm maintained a focus on high-quality companies that have strong competitive advantages and align with...