What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
Insights
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.
Can an allocation to smaller companies help investors to capitalise on the ongoing shifts in global supply chains?
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
After more than a decade of outperformance, U.S. stocks have come to dominate many equity portfolios.
With U.S. equity leadership broadening beyond mega-cap stocks, active management offers a path to uncover tomorrow’s winners while managing passive investment concentration risks.
New GLP-1 weight-loss drugs have already hit $50 billion in annual sales – and look to have plenty of room to grow.
The importance of fundamental research in an environment where stock market dispersion is increasing.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
How India is leveraging government reforms and innovation to position itself to deliver strong economic and earnings growth.
A discussion of transformational themes we believe will drive future economic growth and provide long-term investment opportunities.