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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The near-term prospects for emerging market equities should be influenced by the trajectory of inflation and policy makers’ response to it.
Dividends jumped by a record 22% to reach $403.5 billion – an all-time high for the third quarter.
In the aftermath of COP26, we provide perspective on key developments and what they could entail for the asset management industry.
During the second week of COP26, delegations have delved into more detailed talks as they seek to make progress before the conference’s close on November 12.
The latter half of week one at COP26 focused on the finance industry’s role in reducing emissions, including potential impending reporting and regulatory requirements.
COP26 so far has seen a focus on deforestation, the reduction of methane emissions and decarbonization of steel production and coal usage
Why this year’s conference has been given such high attention from the media and our clients, who plans to be there, and why it matters.
The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
The sharp sell-off in government bond yields in the last few weeks is testing the patience of central banks and bond markets are reacting to the hawkish messages. Portfolio Manager Andrew Mulliner explains.
We believe active managers are in a position to drive positive change amid the shift to sustainability.
After months in which excess liquidity has fueled strong returns in equities and fixed income, investors may need alternatives.
The latest edition of the Janus Henderson Global Dividend Index shows that the global dividend recovery began in earnest in the second quarter of 2021.