For Institutional Investors in Australia

Global Perspectives

Corporate Debt Index

The Corporate Debt Index is a study into trends in company indebtedness around the world.

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.

Sovereign Debt Index

The Sovereign Debt Index is a long-term study into trends in government indebtedness around the world, the investment opportunities this provides and the risks it presents.

Latest Insights

Commodities – super cycle or just good sense?

Commodities – super cycle or just good sense?

With multiple structural tailwinds and the risk of inflation making headlines, can commodities offer viable diversification for a modern portfolio?

Autocallables and the art of risk transfer
Global Perspectives

Autocallables and the art of risk transfer

With multiple structural tailwinds and the risk of inflation making headlines, can commodities offer viable diversification for a modern portfolio?

Australian economic view – October 2021
Investment Viewpoints

Australian economic view – October 2021

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

Investing in the future with REITs 3.0

Investing in the future with REITs 3.0

Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.

Looking to sustainability for opportunity

Looking to sustainability for opportunity

Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.

Innovation addresses industrial recovery challenges

Innovation addresses industrial recovery challenges

In the face of mounting challenges, innovations are coming together to complement, augment ‒ and eventually replace ‒ traditional industrial processes, says Assistant Portfolio Manager David Chung.

Blink and you’ll miss it

Blink and you’ll miss it

Are we setting up for one of the shortest business cycles in history?

Tapering without the tantrum
Global Perspectives

Tapering without the tantrum

We believe the Fed learned its lesson from the 2013-2014 “taper tantrum,” and efforts to better communicate its intentions will result in lower volatility this time around.

Truffle hunting in credit

Truffle hunting in credit

While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.

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.

Natural resources – not just another supercycle
Investment Viewpoints

Natural resources – not just another supercycle

In this Q&A, portfolio managers Tal Lomnitzer and Tim Gerrard respond to some key questions from investors on the natural resources sector.

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

The Importance of Diversifying U.S. Equities Through an Uneven Recovery

In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.