For wholesale investors in Australia

Global Perspectives

Market GPS Investment Outlook 2021

What should be on the radar for investors in 2021? Market GPS helps direction-set with a video summary, in-depth asset class analysis and our latest portfolio manager views.

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 risks 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.

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Active ETFs Are Here to Stay

Active ETFs Are Here to Stay

Nick Cherney discusses the driving forces behind the growth of the exchange-traded fund (ETF) industry and why active ETFs are capturing a larger share of the overall market.

China: what can investors expect in the year of the metal ox?

China: what can investors expect in the year of the metal ox?

China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.

Lithium and the clean energy revolution
Investment Viewpoints

Lithium and the clean energy revolution

Darko Kuzmanovic, Portfolio Manager in the Janus Henderson Global Natural Resources team, discusses the impact of the clean energy transition on the outlook for lithium.

ESG in 2021: closing the expectations gap

ESG in 2021: closing the expectations gap

Antony Marsden, Head of Governance and Responsible Investment, explores key themes related to Environmental, Social and Governance (ESG) investing in 2021.

A blue wave or a blue swell?

A blue wave or a blue swell?

With a Senate majority, Democrats will have an easier time of achieving their agenda. But it won’t occur without compromise, creating optimism in markets.

Peach State run-off could herald a light-blue wave for US politics
Quick Views Elections

Peach State run-off could herald a light-blue wave for US politics

With Georgia’s Senate run-off vote offering a final, dramatic twist in the US election, what would it mean if Peach State voters hand power to the Democrats? Paul O’Connor, Head of the UK-based Multi Asset Team, considers the ramifications of a potentially seismic political result.

A step closer to a digital future

A step closer to a digital future

Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.

Multi-asset outlook 2021 – all change

Multi-asset outlook 2021 – all change

News of game-changing vaccines have heralded a dramatic change in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism.

What is next for US large cap growth equities?

What is next for US large cap growth equities?

Portfolio Manager Doug Rao explains the current dynamic in large cap growth equities and evaluates the outlook moving forward.

Australian economic view – January 2021
Investment Viewpoints

Australian economic view – January 2021

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

2021 outlook: Australian Fixed Interest
Global Perspectives

2021 outlook: Australian Fixed Interest

In this Q&A interview, Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson Investors, discusses the themes that shaped 2020 and the trends to watch for in 2021.

The speed of change in emerging markets is unknown but the direction is not

The speed of change in emerging markets is unknown but the direction is not

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.