Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Insights
Considering the risks posed by AI to technology and software loans.
Explore the evolving emerging markets debt universe, its key segments, and how sovereign hard currency bonds could enhance fixed income portfolios.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.
Commodity investing is evolving. Learn how AI, electrification and energy security are reshaping demand and why active commodity exposure matters.
Charles Devereux and Hamish Chamberlayne discuss how AI data centres are driving greater focus on water stewardship, efficiency, and sustainability.
After a notable pickup toward the end of last year, biopharma M&A and IPO activity have accelerated in 2026.
Discover how liquid alternatives, including trend following and long-short commodities, can help investors build more resilient portfolios.
Portfolio Manager Laura Foll explains why UK equities remain an overlooked source of both dividend income and capital growth, with low valuations, global exposure and company-specific opportunities offering potential upside.
Mid-cap growth offers mix of business models and drivers that can support portfolio diversification beyond AI.