EP 51: Investing in the transition to net zero - Janus Henderson

The Portfolio Construction Podcast

As the world moves to net zero emissions, natural resources companies will be crucial in facilitating the production and development of renewable, and low carbon energy sources. In this episode, Tim Gerrard, Portfolio Manager at Janus Henderson, shares his investment strategy for net zero emissions and provides some examples of ‘traditional’ resource companies and the positive steps they are taking towards ESG. Tim also shares his outlook for the resource sector and how the sector is responding to recent global supply chain and geopolitical events.