Why the lack of a viable utility-scale, long-duration energy storage solution has far-reaching implications.
Insights
Projected growth in electric vehicle (EV) fleets is expected to contribute to a halt in oil demand growth by the decade's end. We explore the impact on the oil market and bolstered investment opportunities within EV supply chains.
Here we explore the importance of evaluating transition plans in identifying both market risks and opportunities.
The semiconductor industry is addressing power consumption, a key challenge in sustainable generative AI development.
Case for an active and pragmatic approach in climate transition investing.
Janus Henderson’s key achievements in 2023 across corporate responsibility and ESG investing.
Japanese companies are embracing shareholder-friendly governance to improve value creation through greater transparency, balance sheet accountability, and incentive alignment.
How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
Three stocks that exemplify the benefits of a multidisciplinary approach to investing.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, discusses the team's ESG enhancements and accomplishments in 2023.
A visit to an environmentally-friendly mine development that will produce low-carbon footprint organic fertiliser.