The mix of fixed income exposures matters more in a higher-inflation and higher-rate environment.
Insights
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Rating agencies are updating their CLO methodologies to reflect historical performance. What could this mean for CLO ratings, liquidity and demand?
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why a more selective and active approach to fixed income now may help improve risk-adjusted returns.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
EU securitisation reform could boost lending, growth, and investor participation, but success depends on getting rules on sanctions, due diligence, market access, and capital treatment right.
Why CLOs are well positioned for the current investment backdrop.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.