Latest Insights
Repricing Risk: How Might the Ukraine Conflict Impact Financial Markets?
Paul O’Connor, Head of the UK-based Multi-Asset team, provides a short overview of his thoughts on the potential impact of rising commodity prices on the global economy, particularly in Europe.
Decarbonisation in emerging markets: a new index to track progress
Janus Henderson has created a new decarbonisation index for emerging markets, with an initial report covering Latin America.
Russia Ukraine market impact – a week on
A little over a week on from the beginning of the conflict, Ben Lofthouse, Head of Global Equity Income, explores how markets have reacted.
Inflation dilemma: where now for central banks and fixed income?
Jim Cielinski considers the dilemma for central banks as they are caught between decades-high inflation and an increasingly uncertain growth outlook.
Russia/Ukraine: Implications for Australian fixed interest
Jay Sivapalan, Head of Australian Fixed Interest, discusses what the unfolding situation in Ukraine means for Australian Fixed Interest and the team’s investment strategies.
Investing in nuclear energy: are we at a new dawn?
Portfolio manager Tal Lomnitzer explains green energy, and explores the challenges and opportunities in uranium, an increasingly relevant topic for ESG investors.
Australian economic view – March 2022
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Things have changed: the options market suggests monetary tightening to moderate
Option markets indicate that the Ukraine crisis will result in a slower pace of monetary tightening.
Evaluating the market impact of the Russia/Ukraine conflict: a multi-asset view
Paul O’Connor, Head of the UK-based Multi-Asset Team, addresses the initial market response to events unfolding in Eastern Europe.
Russia/Ukraine: Implications from an EM Investment Perspective
Considering the investment implications for equity and debt markets due to the Russia-Ukraine situation.
Global technology: taking volatility in stride
Recent volatility says little about the tech sector’s intact ability to reshape the global economy.
Adobe: inspiring digital creativity and sustainability
Hamish Chamberlayne discusses why Adobe is a good example of a company that does good by the environment and society.