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.
Chung toi hien cong khai y chinh. Tao tai khoan mien phi de doc toan bo bai viet, luu, thao luan va ket noi voi boi canh thi truong va OSINT.