For wholesale investors in Australia
2022 INVESTMENT OUTLOOK
How should investors prepare for 2022?
Set the course with our Market GPS Investment Outlook
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.
Insight from our alternatives team to help clients navigate the markets and opportunities ahead.
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Paul O’Connor argues that conditions look good for another year of solid growth, but investors should expect occasional market setbacks.
Frank Uhlenbruch, Investment Strategist in the Australian Fixed Interest team, discusses the key events of 2021 and what to expect in the year ahead.
The outlook for natural resources as decarbonisation and the growing emphasis on sustainability create multi-decade investment opportunities.
Looking ahead to 2022 and considering the value of an allocation to truly diversified strategies after a year of record-breaking market highs.
Don’t be wrong-footed amid increased market volatility in 2022, says Hamish Chamberlayne.
The Global Property Equities Team look back on 2021 and discuss the key trends impacting the global real estate sector.
Fewer COVID-related disruptions and less regulatory uncertainty could give overlooked areas of healthcare a boost in 2022.
Why we believe high-yield bond returns in 2022 will be driven more by understanding the mechanics of individual companies’ fundamentals.
Liz Harrison, Fixed Interest Analyst – ESG in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Daniel Sullivan, Head of Global Natural Resources, discusses what COP-26 means for natural resources investors and the opportunities arising from a climate-conscious world.
Paul LaCoursiere chairs a World Climate Summit Investment COP panel discussion with academic, business and government experts to discuss the opportunities and challenges that decarbonisation presents across emerging markets.
Portfolio Manager Tim Gerrard explains how natural resources companies – specifically industrial gas suppliers – are supporting the transition to zero carbon by developing products and services that help consumers and other entities reduce their carbon emissions.