Latest Insights
Long-term trends in EM: tech-driven decarbonization efforts fuel opportunity
Where we see potential opportunities as emerging markets decarbonize.
Long-term trends in EM: a growing focus on ESG
ESG factors are becoming increasingly important in the analysis of EM companies.
Biodiversity loss: the other systemic crisis
In this new series of primers we examine key sustainability challenges that humanity is facing.
ESG 101: untangling the performance conundrum
Recent research calls into question investors’ concerns that incorporating ESG always means sacrificing returns.
Decarbonisation in emerging markets: a new index to track progress
Janus Henderson has created a new decarbonisation index for emerging markets, with an initial report covering Latin America.
Investing in nuclear energy: are we at a new dawn?
Portfolio manager Tal Lomnitzer explains green energy, and explores the challenges and opportunities in uranium, an increasingly relevant topic for ESG investors.
Adobe: inspiring digital creativity and sustainability
Hamish Chamberlayne discusses why Adobe is a good example of a company that does good by the environment and society.
Global tech: driven by strength of secular themes in the real world and beyond
Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.
Natural resources: the nexus of sustainable development and decarbonisation
The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.
ESG: Forks in the road
2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.
Sustainable equities: maintain focus on long term secular growth
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.
COP26: reflections, responsibility and legacy
In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.