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?
Insights
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.
Why active management, fundamental research, and selectivity across sectors are key to identifying opportunities while managing volatility in fixed income.
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