During a recent site visit in Wyoming, US, Portfolio Manager Tal Lomnitzer discovers a leader in US uranium production, combining environmentally responsible mining with strategic growth to support the energy transition.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Janus Henderson’s exclusive partnership with UC Berkeley Executive Education, a vital step in creating better financial outcomes for clients.
Our experts explore how the integration of financially-material ESG factors is essential for mining companies.
Viewing the Earth as an "island" underscores the importance of evaluating the systemic risks of overconsumption.
Is ESG dead? Far from it – but misconceptions abound.
We unpack climate and nature reporting standards and how they enable investors to make investment decisions on financially material factors.
Data’s transformative power can be both a source of earnings and a force for good
The victory of Donald Trump in the US presidential election, coupled with a lacklustre COP29 climate conference in Baku, has prompted concerns about the state of the energy transition, with some fearing progress may slow or even reverse. Such concerns are underscored by the 2024 average global temperature reaching 1.8°C above pre-industrial levels in 2024
At a recent London event, we outlined the environmental and social implications of AI, highlighting the need for responsible deployment.
Hamish Chamberlayne revisits Trump’s first presidency, suggesting his second term presents compelling sustainable investment opportunities.
Michelle Dunstan explores the trajectory of responsible investing, the integration of ESG data, and the evolving landscape of AI regulation and DEI initiatives.