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.

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.

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.

Bullish inversion: a novel take on the flattening yield curve
Quick Views Macroeconomics

Bullish inversion: a novel take on the flattening yield curve

Contrary to conventional wisdom, equities investors should interpret an inverted yield curve as a potentially positive development.

Sovereign debt levels hit new records in 2021

Sovereign debt levels hit new records in 2021

Janus Henderson’s Sovereign Debt Index shows that global government debt jumped to US$65.4 trillion in 2021.

Equity income investing: key market drivers

Equity income investing: key market drivers

Key market drivers from the first quarter and key themes to watch going forward.

Global stocks provide clues to accelerating inflation

Global stocks provide clues to accelerating inflation

Equity market signals and economic data indicate US consumers are tolerating higher energy prices – for now.

2022: Optimal Conditions for a Liquid Alternative Toolset?
Quick Views Volatility

2022: Optimal Conditions for a Liquid Alternative Toolset?

Considering a multi-strategy approach to using liquid alternatives to help improve diversification.

The domino effect: Russia, Ukraine and the rest of EM

The domino effect: Russia, Ukraine and the rest of EM

While Russia is being distanced from the EM universe through exclusion from debt and equity indices, its role as a key commodity exporter will have far-reaching effects across emerging markets that investors need to consider.

Long-term trends in EM: taking the lead in innovation

Long-term trends in EM: taking the lead in innovation

How innovation is evolving in emerging markets as EM companies adopt a leading role in major global innovation themes.

ESG 101: untangling the performance conundrum

ESG 101: untangling the performance conundrum

Recent research calls into question investors’ concerns that incorporating ESG always means sacrificing returns.