Tokenisation is no longer theoretical. Learn why breaking down digital asset "walled gardens" could unlock liquidity, efficiency, and growth.
Insights
How a potential super El Niño exposes climate vulnerabilities and reinforces the investment case for resilience across insurance, infrastructure and energy systems.
Why we think small caps can build on renewed performance strength.
Three good and bad emerging market stories from the EMD hard currency universe.
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.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Considering the risks posed by AI to technology and software loans.
Explore the evolving emerging markets debt universe, its key segments, and how sovereign hard currency bonds could enhance fixed income portfolios.
Five charts cut through the summer market noise, revealing rising speculation, changing inflation dynamics, and a broader global opportunity set.
The recently completed earnings season reveals that AI is already impacting companies’ bottom lines.