Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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.
Implications of AI adoption, stimulus driving economic momentum, and rising risks in private credit within sustainable equities investing.
Responsible investing is shifting from aspirational ESG ideals to financially material considerations, aligning with broader economic realities.
Responsible investing is shifting from aspirational ESG ideals to financially material considerations, aligning with broader economic realities.
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.
AI's role as a secular mega-trend and how strategic investments can leverage AI for long-term value creation.
With the 'Made in Italy' label under scrutiny, luxury brands are enhancing efforts on supply chain due diligence and transparency.
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.
