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.
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.
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.
Assessing water risk is useful to gauge the long-term growth of copper producers.
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.
Energy markets in 2026 are being reshaped by electrification, energy security and geopolitics. Tal Lomnitzer explains where he sees the most compelling opportunities across renewables, nuclear, gas and critical metals.
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.
