For Institutional Investors in Australia

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Fixed Income Perspectives

Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.

Alternative Perspectives

Insight from our alternatives team to help clients navigate the markets and opportunities ahead.

Sovereign Debt Index

A long-term study into trends in government indebtedness, with the investment opportunities and risks it presents.

Latest Insights

Signposts to watch as the credit cycle turns

Signposts to watch as the credit cycle turns

Rates uncertainty and market volatility remain in focus for investors in credit as central banks move more aggressively on their tightening path.

High yield bonds: The useful side of supply constraints

High yield bonds: The useful side of supply constraints

Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.

The surprising case for natural resources

The surprising case for natural resources

Tal Lomnitzer discusses the strong demand for resources and the diversification merits of a long-term allocation to the asset class.

The growing importance of alternatives in an inflationary environment

The growing importance of alternatives in an inflationary environment

Portfolio manager James de Bunsen considers if alternative assets can help multi-asset investors to navigate this current point in the economic cycle.

Amid volatility, healthcare’s appeal grows

Amid volatility, healthcare’s appeal grows

What are the opportunities in the healthcare sector in today’s uncertain financial markets?

Australian economic view – May 2022

Australian economic view – May 2022

Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.

Market volatility amplifies themes in industrials

Market volatility amplifies themes in industrials

Considering long-term themes in industrials during the latest stretch of market volatility.

Meeting the need for a sustainable and resilient water system

Meeting the need for a sustainable and resilient water system

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses how businesses are changing the way we use and consume water.

How the airport sector weathered the pandemic storm

How the airport sector weathered the pandemic storm

Jay Sivapalan, Head of Australian Fixed Interest, and Dinesh Kuhadas, Credit Analyst, provide a deep-dive on the airport sector’s experience through the pandemic and discuss how research and company engagement help identify rare investment opportunities in turbulent markets.

Long-term trends in EM: a growing focus on ESG

Long-term trends in EM: a growing focus on ESG

ESG factors are becoming increasingly important in the analysis of EM companies.

Research in Action Podcast: Tech’s mega themes show no signs of slowing

Research in Action Podcast: Tech’s mega themes show no signs of slowing

Rising interest rates have weighed on technology stock multiples, but investors shouldn’t lose sight of the sector’s powerful secular trends.