For wholesale investors in Australia

Global Perspectives

Janus Henderson Corporate Debt Index

The Corporate Debt Index is the first edition in a long-term study into trends in company indebtedness around the world, the investment opportunities this provides and the risks it presents.

Equity Perspectives

Quarterly insight from our equity teams 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.

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.

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Australian economic view – December 2020
Investment Viewpoints

Australian economic view – December 2020

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

Evaluating stocks as growth continues to grow

Evaluating stocks as growth continues to grow

Portfolio Manager Doug Rao discusses the phenomenon of concentrated market leadership and what that means for long-term investors.

Diversified alternatives — evolution and adaptation in changing markets
Investment Viewpoints

Diversified alternatives — evolution and adaptation in changing markets

In this Q&A interview, David Elms, Head of Diversified Alternatives at Janus Henderson, gives some insight into the adaptable strategies his team deploy in their efforts to deliver attractive risk adjusted returns for investors.

Sustainable design in consumer products

Sustainable design in consumer products

Charlotte Nisbet, Governance and Responsible Investment Analyst, explores the importance of sustainable design in consumer products.

A potential turning point in the battle against COVID-19

A potential turning point in the battle against COVID-19

Delivering better-than-expected trial data, a vaccine candidate from Pfizer and BioNTech could mark the beginning of the end of the pandemic and boost confidence in an economic recovery, now underway.

Analysing the outlook for global dividends

Analysing the outlook for global dividends

In this video Ben Lofthouse, Head of Global Equity Income, provides an update on some of the dividend trends that his team are seeing within the world of equity income and what they are doing to react to the COVID-19 pandemic.

Australian economic view – November 2020
Investment Viewpoints

Australian economic view – November 2020

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

Global Sustainable Equity: news and opportunities (October 2020)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (October 2020)

Hamish Chamberlayne, Portfolio Manager and Head of Global Sustainable Equities, highlights key sustainable news stories for the third quarter of 2020.

Fixed Income Perspectives: Can the V-shaped recovery last?
Investment Viewpoints

Fixed Income Perspectives: Can the V-shaped recovery last?

Global Head of Fixed Income Jim Cielinski discusses the economic recovery, the diminishing returns on – but still pivotal role of – monetary policy, average inflation targeting and corporate balance sheets.

Options prices spike on election uncertainty

Options prices spike on election uncertainty

Risk surrounding the US election is reaching unprecedented levels, as measured by the options market. Head of Global Asset Allocation Ashwin Alankar explains why options prices are rising and why going long volatility may have the potential to benefit investors.

Federal Budget 2020: Covid coma circuit breaker?
Investment Viewpoints

Federal Budget 2020: Covid coma circuit breaker?

Jay Sivapalan, Head of Australian Fixed Interest, and Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provide their take on the Australian Federal Budget.

Emerging markets caught in trade winds

Emerging markets caught in trade winds

Geopolitics are often an important consideration when investing in emerging market (EM) stocks, the upcoming US election included. But regardless of who takes the White House in November, the next administration is likely to continue down a path of deglobalization, with important considerations for EM investors, says Emerging Market Equity Portfolio Manager Daniel Graña.