How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.
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.
Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.
Impact of physical climate risk the real estate sector’s climate adaptation strategies, as well as the importance of company engagement to improve resilience and the long-term return potential of property assets.
Explore how the rise of GLP-1 weight loss drugs and the growing awareness of ultra-processed foods are reshaping the food industry.
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.
Here we explore how integration of financially material ESG risks and opportunities helps Janus Henderson deliver client outcomes.