Why investors should view El Niño and La Niña as part of a wider climate system, with compounding effects on markets, sectors and portfolio risk.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Discover key insights from a robotics tour across Japan as Suney Hindocha explores physical AI, robotics innovation, sustainability opportunities, and the investment implications of increasing competition in one of the decade's most transformative technologies.
How can investors assess the financial impact of climate and nature risks? Explore how data, scenarios, and modelling can help translate environmental risks into investment insights, while highlighting the role of investment judgement.
Learn how climate and nature-related risks and opportunities are shaping investment analysis. This series from Janus Henderson explores financially material sustainability considerations.
How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.
Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.
Associate Portfolio Manager Suney Hindocha explores a four-lens framework for identifying AI investment opportunities across the value chain, helping investors assess which companies can drive positive change and generate long-term wealth.
AI is simultaneously reshaping the economy, sustainability frameworks and portfolio construction. Discover how active investors are navigating disruption, carbon intensity and durable opportunity in the AI era.
Liz Harrison, Fixed Interest Strategist – ESG, explores how the conflict is doing more than lifting oil prices: it is reshaping ESG through energy security, food inflation, health risks and national preparedness.
A first-hand look at the Vicuña district high in the Andes, exploring why large-scale copper projects are vital to the energy transition and long-term global supply.
Explore how the rise of GLP-1 weight loss drugs and the growing awareness of ultra-processed foods are reshaping the food industry.