Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
Insights
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Explore our 2026 sustainable investment outlook: AI-driven industrialisation, clean tech momentum, climate challenges, and key trends shaping markets and sustainability.
Not all private credit is created equal. Asset-backed lending offers transparency and resilience, challenging bubble fears and delivering stability in volatile markets.
Victory Park Capital discuss the opportunities and risks in this dynamic area of private credit.
The Global Research Team argues that the next few years should prove AI is more than a tech story as companies across sectors seek to leverage its potential for efficiency gains.
Investors need a new playbook for a period of potentially significant geopolitical and economic change
Jonathan Coleman explores key drivers that could support U.S. small-cap performance in 2026, including reshoring trends, M&A activity, and AI productivity gains.
Where are markets headed in 2026? Which asset class areas are positioned to benefit, and which could struggle? What are the implications for portfolio positioning? Register now for our Market GPS investment outlook webcast to hear our asset class heads share insights on key considerations for navigating markets and investing for a brighter future.
Implications of AI adoption, stimulus driving economic momentum, and rising risks in private credit within sustainable equities investing.
Three years after the launch of ChatGPT, we are still in the early innings of the AI revolution, with most of the technology’s economic gains yet to be realized, says Denny Fish.