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

REITs: Potential for innovation and growth

REITs: Potential for innovation and growth

How REITs fared through the pandemic and how they are positioned as economies reopen.

A clear revival in global dividend payments

A clear revival in global dividend payments

Clear signs of improvement were seen in global dividend payouts in the first quarter of the year.

Location, location, location: considerations for a ‘listed’ approach to commercial real estate

Location, location, location: considerations for a ‘listed’ approach to commercial real estate

Investing in listed companies is an increasingly popular route to gaining exposure to commercial real estate. Portfolio managers Guy Barnard, Tim Gibson and Greg Kuhl explore the key considerations.

A unique recovery: the handoffs commence

A unique recovery: the handoffs commence

Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks

‘Renewable, electric, digital’: the Fourth Industrial Revolution

‘Renewable, electric, digital’: the Fourth Industrial Revolution

Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.

Consumer revenge – the next stage of the recovery in Europe

Consumer revenge – the next stage of the recovery in Europe

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

Peak sentiment, peak growth, peak policy

Peak sentiment, peak growth, peak policy

Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.

Australian economic view – June 2021

Australian economic view – June 2021

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

Enhancing beta returns via disintermediation alphas

Enhancing beta returns via disintermediation alphas

A novel approach representing a material departure from past enhanced index strategies

The Great Transition: demographic change in China

The Great Transition: demographic change in China

Jennifer James and Ales Koutny, emerging market specialists within the Global Bonds Team, interpret the data in China’s latest census, highlighting pressing economic and societal issues that will need to be addressed.

Why copper prices are at all-time highs

Why copper prices are at all-time highs

Tal Lomnitzer, Senior Investment Manager in the Global Natural Resources team at Janus Henderson explains why copper has been hitting all-time highs and discusses its implications and outlook.

The turn: high yield on the road to deleveraging

The turn: high yield on the road to deleveraging

Tom Ross, within the Global Corporate Credit Team, looks at whether the trajectory of credit fundamentals supports the strength in high yield bond markets.