For Institutional Investors in Australia

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

Equity Perspectives

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 risks and opportunities ahead.

Alternative Perspectives

Insight from our alternatives team 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.

Latest Insights

Australian economic view – March 2021

Australian economic view – March 2021

Liz Harrison, Fixed Interest Analyst – ESG in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.

Finding value in each other: Active collaboration in stock and bond analysis

Finding value in each other: Active collaboration in stock and bond analysis

Assessing the benefits of active collaboration in stock and bond analysis.

Building robust bond portfolios in a low-rate world

Building robust bond portfolios in a low-rate world

A discussion of the challenges – and unique opportunities – associated with building bond portfolios in a world with historically low interest rates.

Valuing the improving credit quality in high yield

Valuing the improving credit quality in high yield

Several of our global high yield experts assess the value that rising credit quality could have on high yield spreads.

No free lunch

No free lunch

Paul O’Connor, Head of the UK-based Multi Asset Team, responds to the planned US$1.9 trillion fiscal stimulus from US President Biden’s new government.

Resources in 2021: A year of transformation
Global Perspectives

Resources in 2021: A year of transformation

Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the key factors driving the outlook for natural resources and what’s ahead for mining, energy and agriculture.

Taking stock of the mining sector
Global Perspectives

Taking stock of the mining sector

Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources team, discusses the drivers of change in the mining sector.

COVID variants: The impact on pandemic trajectory & biopharma stocks

COVID variants: The impact on pandemic trajectory & biopharma stocks

Making sense of the latest developments around COVID-19 variants and what investors should consider now.

Exploiting the two-way traffic in high yield

Exploiting the two-way traffic in high yield

Tom Ross, corporate credit portfolio manager, takes a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.

Global Sustainable Equity: news and opportunities (January 2021)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (January 2021)

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the last quarter of 2020 and looks ahead to the opportunities in the world of sustainability.

Australian economic view – February 2021
Investment Viewpoints

Australian economic view – February 2021

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

China decarbonisation: the emergence of a mega-theme

China decarbonisation: the emergence of a mega-theme

Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.