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Stock impact report

Janus Henderson Global Sustainable Equity Fund Q3 2025 Commentary [Seeking Alpha]

PRYSMIAN S.P.A. UNSP/ADR (PRYMY) 
NASDAQ:AMEX Investor Relations: prysmiangroup.com/en/investors
Company Research Source: Seeking Alpha
The fund underperformed due to weak stock selection in information technology (IT) and financials, but artificial intelligence and electrification holdings, like TSMC, Prysmian and KLA outperformed, offsetting some losses. 2025 has been driven by US policy changes, alongside broader global economic trends. This presents opportunities to invest in longer-term sustainability trends with the aim of realising superior risk-adjusted returns. Andrii Dodonov/iStock via Getty Images Investment environment Global equities continued their strong momentum over the third quarter, with the MSCI World Index reaching a record high. There were two overarching trends which drove returns this quarter. These were a loosening This article was written by Show less Read more
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