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

Deforestation: seeing the wood for the trees

Deforestation: seeing the wood for the trees

Globally, the rate of deforestation is unprecedented, and the consequent impacts pose a multitude of threats that investors will need to evaluate.

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.

Biodiversity loss: the other systemic crisis

Biodiversity loss: the other systemic crisis

In this new series of primers we examine key sustainability challenges that humanity is facing.

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.

Decarbonisation in emerging markets: a new index to track progress

Decarbonisation in emerging markets: a new index to track progress

Janus Henderson has created a new decarbonisation index for emerging markets, with an initial report covering Latin America.

Investing in nuclear energy: are we at a new dawn?

Investing in nuclear energy: are we at a new dawn?

Portfolio manager Tal Lomnitzer explains green energy, and explores the challenges and opportunities in uranium, an increasingly relevant topic for ESG investors.

Adobe: inspiring digital creativity and sustainability

Adobe: inspiring digital creativity and sustainability

Hamish Chamberlayne discusses why Adobe is a good example of a company that does good by the environment and society.

Global tech: driven by strength of secular themes in the real world and beyond

Global tech: driven by strength of secular themes in the real world and beyond

Technology is the science of solving problems, which is creating compelling opportunities, according to the Global Technology Leaders Team.

Natural resources: the nexus of sustainable development and decarbonisation

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.

ESG: Forks in the road

ESG: Forks in the road

2022 will be pivotal for ESG investing but there are key questions the industry needs to navigate to deliver hoped-for outcomes.

Sustainable equities: maintain focus on long term secular growth

Sustainable equities: maintain focus on long term secular growth

Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.