How the continued evolution and implementation of AI is impacting companies, tech investors, and the global economy.
Insights
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
How pharmaceutical tariffs and drug pricing reform could help secure biopharma innovation over the long run.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
Dinesh Kuhadas, Credit Analyst on the Australian Fixed Interest Team, discusses the renewed appeal of corporate subordinated debt for both issuers and investors, highlighting its benefits and emphasising the importance of active management to capitalise on opportunities within this evolving market segment.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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.
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.