After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
Insights
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, explores the transformative potential of a circular economy in advancing sustainability, highlighting how various sectors are adopting closed-loop practices to reduce waste, conserve resources, and achieve environmental goals.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession.
Is ESG dead? Far from it – but misconceptions abound.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
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?