Shan Kwee, Portfolio Manager, discusses the significance of Google's entry into Australia's Kangaroo bond market and what it means for investors seeking high-quality credit opportunities.
Insights
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
How asset-backed finance can offer a differentiated return stream within a balanced private credit allocation.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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.
Allocating to Global Natural Resources can open up access to diversification and defensive income. Here we take a deep dive into the workings of the sector and evaluate the opportunities.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, discusses how Australia’s investment landscape is being reshaped by a massive intergenerational wealth transfer, with women emerging as key decision-makers who are increasingly prioritising ESG outcomes, philanthropy, and purpose-driven investing.
Marc Pinto and Lucas Klein explore opportunities for repositioning within high-profile and underappreciated themes.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Richard Bernstein explains why it may prove prudent not to follow the risk-taking herd.