Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Insights
Why the market may be overlooking the long-term strengths of some of Europe's leading luxury brands.
A strong economy, persistent inflation, and a lagging Fed could signal tighter monetary policy ahead and a renewed focus on fundamentally driven investments.
As small-cap takeover activity accelerates, how can shareholders judge whether a deal is fair?
Learn how climate and nature-related risks and opportunities are shaping investment analysis. This series from Janus Henderson explores financially material sustainability considerations.
With US Treasury yields at 5%, we explore whether ‘crowding out’ is a phenomenon evident in fixed income.
Why the timing of trend-following returns is the part of the story standard portfolio maths misses, according to Portfolio Managers David Elms, Mark Richardson, and Rob Shimell.
The securitised sector offers access to different consumer-driven and ‘real economy’ risks, diversifying from corporate credit. Here we unravel the sector's distinguishing features.
Tokenisation is no longer theoretical. Learn why breaking down digital asset "walled gardens" could unlock liquidity, efficiency, and growth.
How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.