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

ISG Insight – Bond market riot: Rates are rising but is it sustainable?

ISG Insight – Bond market riot: Rates are rising but is it sustainable?

What began as a gradual climb in nominal yields from the summer accelerated in February. Moves of this speed are rare, so we dedicated an ISG meeting to ask why global yield curves have steepened so quickly and what the implications are for fixed income asset allocation.

Quick view: The implications of rising inflation

Quick view: The implications of rising inflation

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, explains how the team are actively managing the impact of rising inflation expectations.

Emerging market equities: same storm, different boats

Emerging market equities: same storm, different boats

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

Inside the bond market sell-off

Inside the bond market sell-off

Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, discusses what caused February’s bond market volatility and how the team are actively navigating the challenging conditions.

Real yields pulling on cable

Real yields pulling on cable

Portfolio manager Oliver Blackbourn gives his thoughts on recent sterling strength, outlining why he believes this environment may favour UK domestic-focused firms over those with global revenues.

How are China’s stock markets developing and evolving?

How are China’s stock markets developing and evolving?

China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.

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.

Resources in 2021: A year of transformation

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.