Latest Insights
Multi-asset in 2022: Prepare for all seasons
Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.
Emerging Market Debt: A pivotal year for China
Jennifer James, emerging market corporate credit manager, explores how China is key to driving emerging market opportunities and performance in 2022.
The Australian economy in 2022
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, discusses the key events of 2021 and what to expect in the year ahead.
Natural resources: the nexus of sustainable development and decarbonisation
The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.
Alternatives 2022: has the bull gone far enough?
Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.
Secured Credit: 2022 – year of the ‘carry’?
What is in store for secured credit markets in 2022? Colin Fleury, Head of Secured Credit, shares his views.
Sustainable equities: maintain focus on long term secular growth
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.
Global property equities: evolving for the better into 2022 and beyond
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.
Unlocking value in healthcare stocks
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of healthcare a boost in 2022.
High yield bonds: looking beneath the bonnet
Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.
Australian economic view – December 2021
Liz Harrison, Fixed Interest Analyst – ESG in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Upwardly mobile: credit’s quest for glory
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.