Market GPS
Investment Outlook 2021
What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.
Latest Insights
Taking stock of the mining sector
Tal Lomnitzer discusses the drivers of change in the mining sector and why ESG credentials matter in the move towards a digitised, electrified and fossil fuel-free future.
ESG in 2021: closing the expectations gap
Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.
Investing in Diversity: analysing the investment risks and opportunities
Olivia Gull, Analyst on the Governance and Responsible Investment Team, discusses the importance of diversity and inclusion from an investment perspective.
Sustainable design in consumer products
Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.
‘A third way’ to sustain the gig economy
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Leaders Team discuss the gig economy’s broad-ranging impact and why ESG engagement is imperative when investing in disruptive technologies.
COVID-19: analysing approaches to mental health
Charlotte Nisbet, Analyst on the Governance and Responsible Investment Team and member of the Janus Henderson Mental Health Group, discusses the importance of mental health and wellbeing from an investment and employer perspective.
ESG in COVID times: doing the REIT thing
The Global Property Equities Team highlights how COVID-19 is accelerating the importance of ESG factors within real estate, along with the supporting role the sector is playing in the global recovery.
Where the ESG rubber meets the road
Tal Lomnitzer, portfolio manager in the Global Natural Resources Team, discusses why ESG reporting is necessary and that culture is crucial and not to be neglected.
Alterations at the fast fashion industry
Ama Seery, ESG analyst on the Global Sustainable Equity Team, and Charlotte Nisbet, Governance and Responsible Investment Analyst, explore the environmental damage associated with the fast fashion trade and how some companies are changing the shape of the industry.
ESG: technology for good
Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.
COVID-19 and the impact on sustainable investing
How the COVID-19 pandemic could support a low-carbon economy and favor companies sitting on the right side of sustainability.
Global sustainability reaches tipping point
Hamish Chamberlayne reflects on key developments in global sustainability and environmental issues over the past year.