What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
Insights
After a period of strong performance, European banks continue to trade at modest valuations despite improved fundamentals.
The U.S. consumer has been portrayed as stressed, but we remain constructive on spending despite higher energy prices.
Encouraging Middle East developments may not alter the broader fundamental backdrop for investors.
Gold and real Treasury yields appear decoupled, but the historical mechanism is still working. Central bank buying has just lifted the floor.
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.
Portfolios built for yesterday’s relationships may behave very differently in a more correlated world
Head of Australian Fixed Interest Jay Sivapalan provides his insights on the current market conditions and explores current implications for investors.
Key takeaways from Milken Institute’s 2026 Global Conference, with themes ranging from geopolitical realignment to the broadening set of AI beneficiaries.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.