For wholesale investors in Australia
Insight from our Diversified Alternatives team to help clients navigate the markets and opportunities ahead.
Corporate Debt Index
The Corporate Debt Index is a study into trends in company indebtedness around the world.
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.
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.
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Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Portfolio Manager Greg Kuhl provides an overview of how REITs have evolved since first created sixty years ago to being an asset class very much relevant today and beyond.
Investing sustainably requires a clearly defined approach that is aligned with the financial goals of all parties and then implemented with discipline and consistency. Hamish Chamberlayne, Head of Global Sustainable Equity, outlines how to achieve this.
Why taking an active approach to sustainable investment could help balance opportunities against the risks in corporate bonds.
In the face of mounting challenges, innovations are coming together to complement, augment ‒ and eventually replace ‒ traditional industrial processes, says Assistant Portfolio Manager David Chung.
Are we setting up for one of the shortest business cycles in history?
We believe the Fed learned its lesson from the 2013-2014 “taper tantrum,” and efforts to better communicate its intentions will result in lower volatility this time around.
While the easy returns from corporate bonds since the COVID recovery may largely be over, opportunities can still be unearthed via a selective approach.
We believe active managers are in a position to drive positive change amid the shift to sustainability.
In this Q&A, portfolio managers Tal Lomnitzer and Tim Gerrard respond to some key questions from investors on the natural resources sector.
Why we believe active engagement is key to gauging companies’ progress on addressing environmental and social issues.
In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.