How corporate efficiency is supporting profitability and earnings growth.
Insights
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.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
The recent large revisions to the U.S. nonfarm payrolls report open up questions about what is reality versus “perceived” reality in an economic context.
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
Despite weak jobs data, we consider the economy to be on solid footing and remain focused on the long-run tailwinds that may be created through policy change and secular growth drivers.
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.
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.