Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Insights
Capital markets are expanding beyond traditional benchmarks as tokenization and AI unlock new opportunities.
Despite the volatile macro environment, the Research Team continues to see compelling opportunities across sectors shaped by powerful secular themes.
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.
Liz Harrison, Fixed Interest Strategist – ESG, explores how the conflict is doing more than lifting oil prices: it is reshaping ESG through energy security, food inflation, health risks and national preparedness.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Allocating to Collateralised Loan Obligations (CLOs) opens up access to diversification and defensive income. How do CLOs work and what can history tell us about the asset class?
AI is driving dispersion in software. We analyse where CLO managers’ views are broadly aligned, where they diverge, and why active CLO manager selection remains key as bifurcation in the loans market continues.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, discusses the team's ESG enhancements and accomplishments in 2024 and 2025.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.