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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Global Sustainable Equity: news and opportunities (January 2021)
Investment Viewpoints

Global Sustainable Equity: news and opportunities (January 2021)

Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the last quarter of 2020 and looks ahead to the opportunities in the world of sustainability.

Australian economic view – February 2021
Investment Viewpoints

Australian economic view – February 2021

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

China decarbonisation: the emergence of a mega-theme

China decarbonisation: the emergence of a mega-theme

Daniel Graña, Matt Doody and Jennifer James look at how China decarbonisation has the potential to be one of the biggest investment themes over the coming years.

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.

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.

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.

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.