Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Insights
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, explores the transformative potential of a circular economy in advancing sustainability, highlighting how various sectors are adopting closed-loop practices to reduce waste, conserve resources, and achieve environmental goals.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Emma Lawson, Fixed Interest Strategist - Macroeconomics, discusses the contrasting economic landscapes and credit ratings of Western Australia and Victoria, with a focus on whether these ratings are accurately priced and where the most advantageous returns lie.
Jonathon Costello, Client Portfolio Manager, Fixed Income discusses the advantage of active management in times of economic uncertainty and how high quality defensive credit can be enhanced by portfolio insurance.
In this episode, Amy Barron, Head of Exchange Traded Client Group, Australia, and Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, discuss the world of Active ETFs, from the do's and don’ts to the opportunities that lie ahead.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Passive bond ETFs aim to provide representative market exposure, but inadequate market data means they may not deliver what they promise.