When AI Stops Being 'Tech' And Starts Being The Economy - Investment Themes For 2026 Part 1

If 2024-2025 was the market “discovering” AI, 2026 is the market realizing that AI is now macro. That’s why the opportunity ...
Seeking Alpha

SAMT: Sophisticated Macro Thematic Strategy With Ups And Downs

The Strategas Macro Thematic Opportunities ETF is an actively managed fund with a strategy mixing from three to five macro themes in a portfolio focused on U.S. stocks. As of June 2025, SAMT combined ...

Looking for Managers Who Focus on the Big Picture? Consider a Macro Fund.

Before the presidential election on Nov. 5, the manager of the eponymous Eaton Vance Richard Bernstein All Asset Strategy ...
ZAWYA

Janus Henderson sees global shifts, AI innovation and capital costs emerging as key themes for 2026 investing

As of September 30, 2025, Janus Henderson had approximately US$484 billion in assets under management, more than 2,000 employees, and offices in 25 cities worldwide. The firm helps millions of people ...