For Institutional Investors in Australia
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.
Fixed Income Perspectives
Quarterly insight from our fixed income teams to help clients navigate the markets and opportunities ahead.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, discusses the key events of 2021 and what to expect in the year ahead.
The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.
2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.
Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.
What is in store for secured credit markets in 2022? Colin Fleury, Head of Secured Credit, shares his views.
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.
The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.
The lagged impact of policy largesse should initially drive earnings and inflation, but as 2022 progresses, a more familiar picture will likely emerge.
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of healthcare a boost in 2022.
Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.
Liz Harrison, Fixed Interest Analyst – ESG in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Fixed income portfolio managers Tom Ross and Tim Winstone explore how a drive to improve among corporate borrowers can have winning results for both companies and investors.