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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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.

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 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.

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.

Australian economic view – June 2021

Australian economic view – June 2021

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

Making sense of COVID-19 vaccine IP waivers

Making sense of COVID-19 vaccine IP waivers

Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

Secular tech themes still intact

Secular tech themes still intact

Powerful secular themes are still the main driver to long-term tech earnings growth.

Shedding light on sustainable fixed income

Shedding light on sustainable fixed income

With growing investor appetite for sustainable investment options, Shan Kwee, Portfolio Manager in the Janus Henderson Australian Fixed Interest team, explains the different types of investments available and the complexities faced in issuing and tracking sustainable investment outcomes.

Other companies join tech earnings party

Other companies join tech earnings party

Tech stocks are currently positioned to benefit from both secular and cyclical factors.