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.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Australian economic view – August 2021
Investment Viewpoints

Australian economic view – August 2021

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

The scarcity of sustainability: unintended asset allocation risks in sustainable model portfolios

The scarcity of sustainability: unintended asset allocation risks in sustainable model portfolios

Adam Hetts and Sabrina Geppert from the Portfolio Construction and Strategy Team examine whether unintended risks are introduced by a shift to ‘sustainable’ investing and the scarcity of allocation options.

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.

Australian Fixed Interest: Financial year in review

Australian Fixed Interest: Financial year in review

Jay Sivapalan, Head of Australian Fixed Interest, looks at the 2020/21 financial year, the key events, implications and outlook for the year ahead.

Global Sustainable Equity: news and opportunities (July 2021)

Global Sustainable Equity: news and opportunities (July 2021)

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the previous quarter of 2021 and looks ahead to the opportunities in the world of sustainability.

Global Perspectives Podcast – Come on down: is inflation priced right?

Global Perspectives Podcast – Come on down: is inflation priced right?

Join Adam Hetts as he speaks to Jim Cielinski, Global Head of Fixed Income, about the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.

Global Natural Resources: Financial year in review

Global Natural Resources: Financial year in review

Daniel Sullivan, Head of Global Natural Resources, explains what happened in the sector over the year, what’s ahead and how the teams are positioning for their evolving outlook.

Australian economic view – July 2021

Australian economic view – July 2021

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

Rising interest rates, inflationary regimes and CTA returns

Rising interest rates, inflationary regimes and CTA returns

Diversified alternatives portfolio managers Andrew Kaleel, Mathew Kaleel and Maya Perone discuss the impact of rising rates on traditional asset classes and trend-following strategies.

Biopharma’s targeted approach to growth

Biopharma’s targeted approach to growth

A new drug targeting a common mutation found in tumors represents a breakthrough in cancer therapy and a potential new source of growth for biopharma.

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.

Stranded assets: a rising risk for credit investors?

Stranded assets: a rising risk for credit investors?

The rise of ESG considerations is creating stranded asset risks across industries, as companies work to protect their social licences to operate.