Explore how the rise of GLP-1 weight loss drugs and the growing awareness of ultra-processed foods are reshaping the food industry.
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.
Ongoing reforms in Japan and South Korea could turn governance into a durable competitive advantage and catalyst for a re-rating of these markets.
Where to find climate adaptation investment opportunities in an era of rising physical risks.
Discover the factors reshaping consumer behaviour as Michelle Dunstan and her team at Janus Henderson explore emerging trends in health, wellness, and technology, alongside the economic impact of GLP-1 inhibitors and ultra-processed foods. Learn how these dynamics influence market valuations and investment strategies.
We explore how understanding of the impacts of climate change and biodiversity on farming reveals opportunities in advances in agriculture.
AI is reshaping industries with applications ranging from cancer detection to surgical training, underscoring the need for active research and responsible engagement.
Importance of a holistic evaluation of climate transition plans.
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.
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.