For Institutional Investors in Australia

Global Perspectives

Equity Perspectives

Quarterly insight from our equity teams to help clients navigate the markets and opportunities ahead.

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.

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Latest Insights

Rates update: yields move higher – September spike or sustained trend?

Rates update: yields move higher – September spike or sustained trend?

The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.

Sustainable investing gets active

Sustainable investing gets active

We believe active managers are in a position to drive positive change amid the shift to sustainability.

The Case for Alternatives in a Buoyant Market

The Case for Alternatives in a Buoyant Market

After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.

A strong dividend recovery is underway
Quick Views Dividends

A strong dividend recovery is underway

The latest edition of the Janus Henderson Global Dividend Index shows that the global dividend recovery began in earnest in the second quarter of 2021.

Global technology outlook: Prioritising company fundamentals
Quick Views Technology

Global technology outlook: Prioritising company fundamentals

Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.

Decarbonisation: How can investors lead the charge to reaching net zero by 2050?

Decarbonisation: How can investors lead the charge to reaching net zero by 2050?

From the JHI Global Media Conference: A discussion on global efforts to reach net zero carbon emissions by 2050.

New Frontiers: Navigating SPACs, IPOs and New Inefficiencies
Quick Views Volatility

New Frontiers: Navigating SPACs, IPOs and New Inefficiencies

From the JHI Global Media Conference: A look at the short-term opportunities created by money flows.

Market and economy are giving Fed what it wants

Market and economy are giving Fed what it wants

Greg Wilensky and Jason England explain that even with an update to its interest rate projections that is perhaps overdue, the Fed can afford to be patient.

Markets shift their tone as economies reopen

Markets shift their tone as economies reopen

Assessing the recent shift in tone in equity markets and the key themes driving volatility.

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.

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.