Janus Henderson, an investment management company, released its "Global Sustainable Equity Fund " Q3 2026 investor letter. A copy of the letter can be downloaded here. The Equity Fund returned 1.86% in the third quarter of 2026, matching its benchmark, while outperforming the IA Global peer group's 0.38% return. The fund's performance reflected a sharp rotation within the artificial intelligence trade: companies perceived as vulnerable to AI disruption recovered, while businesses tied to AI infrastructure, power, cooling, and electrification came under pressure.
Mostramos publicamente o ponto principal. Crie uma conta gratuita para continuar lendo o artigo completo, salva-lo, comenta-lo e conecta-lo ao contexto de mercado e OSINT.