U.S. restrictions on semiconductor exports illustrate the prominence placed on controlling sophisticated technologies in global economics and geopolitics.
Insights
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The US Inflation Reduction Act represents major progress towards the move to net zero
A discussion on flow-driven strategies, which seek to find an edge in market events where money flows create dislocations.
What lessons can short squeezes offer about the inherent danger of carrying excessive leverage or short positions during periods of heightened risk and illiquidity?
The metaverse represents the next major evolution in computing. But where are the real wins occurring?
A look at historical patterns and precedents through which we can view current market challenges.
Hamish Chamberlayne, Head of Global Sustainable Equities, discusses how businesses are changing the way we use and consume water.
In this new series of primers we examine key sustainability challenges that humanity is facing.
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as investors contend with market uncertainty around central bank hawkishness, the war in Ukraine and lingering Chinese concerns.
Janus Henderson has created a new decarbonisation index for emerging markets, with an initial report covering Latin America.
Hamish Chamberlayne reflects on the last quarter of 2021 and looks ahead to the opportunities in the world of sustainability.