A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Insights
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Where to find climate adaptation investment opportunities in an era of rising physical risks.
Explore our 2026 sustainable investment outlook: AI-driven industrialisation, clean tech momentum, climate challenges, and key trends shaping markets and sustainability.
Join us for this CPD accredited webinar on Wednesday, 11 February 2026, to hear from Darko Kuzmanovic, Senior Portfolio Manager for the Global Natural Resources Fund, who brings 41+ years of experience in the resources space. The Global Natural Resources Fund was recently named Livewire’s top performing global equity fund for 2025*, highlighting the strength of our approach and the opportunities in the sector. Darko will discuss why we believe natural resources are in a long‑term super‑cycle, supported by tight supply and rising global demand. He’ll also cover how electrification (EVs, batteries, grid upgrades and data‑centre growth) is driving strong and sustained need for key materials like copper, lithium and nickel.
As the Trump administration enters its second year with a focus on affordability, investors must consider what the president’s latest policies will mean for markets.
The fourth quarter of 2025 featured powerful secular themes that the Research Team believes will continue to create compelling opportunities across sectors in the year ahead.
While options markets indicate a relatively sanguine 2026 for equities, investors should take note of a potentially worrisome absence of systemic risk.
Not all private credit is created equal. Asset-backed lending offers transparency and resilience, challenging bubble fears and delivering stability in volatile markets.
Join us for this CPD accredited webinar on Wednesday, 28 January 2026, to hear from Denver based Josh Cummings, Portfolio Manager and Boston based Steve Weeple, Client Portfolio Manager from the Global Research Equity Fund, who will be sharing their expert insights. Managing over $56 billion in assets, our Global Research Equity team will discuss the key trends shaping markets in 2026 and explore how these developments may influence investment strategies for your clients.