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Changing perceptions: natural resource companies are providing solutions to support net zero
How natural resources companies – specifically industrial gas suppliers – are supporting the transition to zero carbon.
Supply chain crisis fuels insatiable demand for warehouses
The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.
Equities: Can the cycle roll on?
Why the stock market cycle could continue in 2022, despite inflation pressures, slower growth rates and tighter monetary policy.
Cybersecurity: building a safer online world
Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.
Fed stays focused on tapering – for now
Federal Reserve Chair Jerome Powell stressed that the November FOMC meeting was more about QE than interest rates.
A balancing act for monetary policy – and bond investors
Global bond markets face a period of transition, driven by inflation concerns and shifting monetary policy.
Emerging markets now fertile ground for innovation
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
COP26: “Finance Day” commitments amid greenwashing backlash
The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.
Research in Action Podcast: Investing in the renewable revolution
In a new podcast series from Janus Henderson, Research in Action, Director of Research Matt Peron explains the magnitude of the energy transition now taking place in the economy and what investors should consider as the switch to renewables unfolds.
COP26: Deforestation, Methane Emissions and Decarbonization in Focus
COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage
COP26: what it is and why it matters
Why this year’s conference has been given such high attention from the media and our clients, who plans to be there, and why it matters.
Global tech stocks: keeping perspective in a complex environment
With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.