Head of Australian Fixed Interest Jay Sivapalan provides his insights on the current market conditions and explores current implications for investors.
Insights
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
The third quarter highlighted various secular trends that could potentially set the stage for long-term earnings growth.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the impact of geopolitical shifts on global economic dynamics, emphasising the need for investors to realign with government strategic priorities.
Perspectives on volatility, tariffs, AI, and U.S. consumer strength.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
How corporate efficiency is supporting profitability and earnings growth.
How falling construction starts could pave the way for inventory relief and market stabilization.
At the Janus Henderson London Investment Conference, experts discussed the implementation of 2025’s new political environment on portfolios and highlighted strategies to help position for a brighter investment future.