Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Insights
Passive bond ETFs aim to provide representative market exposure, but inadequate market data means they may not deliver what they promise.
Uncertainty about the outlook for AI spending and trade have made focusing on corporate fundamentals all the more important.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
Why we believe it’s prudent for investors to stay the course with their long-term objectives, even in volatile markets.
A discussion of the implications of additional US tariffs on Chinese exports and the measures to support its economy.
For investors who are relatively new to securitized fixed income, recent market volatility may have provided the first opportunity to witness how securitized sectors might respond when equity markets pull back.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
How are Trump’s tariffs changing market dynamics for European equities, as investors seek to navigate through post-tariff uncertainty?
A discussion on how tariffs will impact the technology sector.
Recent periods have witnessed significant fluctuations across various markets in response to the proposed tariff implementations by U.S. President Donald Trump. Despite considerable declines in numerous equities, the Australian fixed interest market has demonstrated resilience, underscoring its defensive characteristics. We invite you to attend a webinar on April 10, 2025, Jay Sivapalan, CFA, Head of Australian Fixed Interest, who will provide expert insights.