Explore how climate and nature risks can affect company valuations, investment decisions and financial analysis, and why material risk does not always mean avoidance.
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.
AI infrastructure growth depends on more than investment spending. Explore how power access, water management, permitting, regulation and community support are shaping data center development, execution risk and long-term investment opportunities.
Decarbonisation targets are easy to set, but credible transition plans are harder to deliver. Discover how investors can assess corporate climate strategies, identify genuine business transformation, and distinguish substantive action from well-presented ambition.
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.
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.
The next phase of the energy transition is creating compelling investment opportunities.
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.
Geothermal’s potential as a resilient low-carbon energy system.