For wholesale 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.

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.

Global Dividend Index

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

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The semiconductor shortage: Why more than tech investors should care

The semiconductor shortage: Why more than tech investors should care

The current semiconductor shortage may be more pervasive and longer-lasting than many expect.

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.

Minivans and flows

Minivans and flows

Investors should keep in mind the impact, both positive and negative, of fund flows on index price moves over the short term.

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.

Six ways to succeed with socially responsible investing

Six ways to succeed with socially responsible investing

Investing sustainably requires a clearly defined approach that is aligned with the financial goals of all parties and then implemented with discipline and consistency. Hamish Chamberlayne, Head of Global Sustainable Equity, outlines how to achieve this.

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.