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Janus Henderson Blog

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Opportunities Expand as Emerging Markets Evolve

Opportunities Expand as Emerging Markets Evolve

How the war in Ukraine has impacted emerging markets (EM) and where we see potential opportunities.

Inflation’s Nuanced Impact on Innovation in Emerging Markets

Inflation’s Nuanced Impact on Innovation in Emerging Markets

Inflation and policy tightening is causing innovative emerging market companies to shift priorities.

Long-Term Trends in EM: A Growing Focus on ESG

Long-Term Trends in EM: A Growing Focus on ESG

ESG factors are becoming increasingly important in the analysis of EM companies.

The Domino Effect: Russia, Ukraine and the Rest of EM

The Domino Effect: Russia, Ukraine and the Rest of EM

The domino effect of rising prices from the disrupted supply of commodities and resources from Russia and Ukraine could have far-reaching effects across EMs.

Long-Term Trends in EM: Opportunity and Impact through Innovation
Emerging Markets

Long-Term Trends in EM: Opportunity and Impact through Innovation

How the pace of innovation is expanding within emerging markets, particularly in technology, finance and health care.

Long-Term Trends in EM: Taking the Lead in Innovation
Emerging Markets

Long-Term Trends in EM: Taking the Lead in Innovation

How innovation is evolving in emerging markets as EM companies adopt a leading role in major global innovation themes.

Decarbonization in Emerging Markets: A New Index to Track Progress

Decarbonization in Emerging Markets: A New Index to Track Progress

Janus Henderson has created a new Decarbonization Index for Emerging Markets, with an initial report covering Latin America.

Russia/Ukraine: Implications from an EM Investment Perspective

Russia/Ukraine: Implications from an EM Investment Perspective

Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.

Emerging Market Debt: A Pivotal Year for China

Emerging Market Debt: A Pivotal Year for China

Why China is key to driving emerging market (EM) opportunities and performance in 2022.

Emerging Market Equities: Balancing the Promise of Innovation with the Risk of Inflation

Emerging Market Equities: Balancing the Promise of Innovation with the Risk of Inflation

The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.

Is Decarbonization an Opportunity for Emerging Markets?

Is Decarbonization an Opportunity for Emerging Markets?

Our Global Head of ESG Investments chairs a World Climate Summit Investment COP panel discussion on the opportunities and challenges decarbonization presents across emerging markets.