So far in 2025, EM sovereign supply hit record levels with a trend of issuing in non-dollar currencies seen. What are the benefits for issuers and investors?
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Building portfolio resilience is a key objective for investors during uncertain times. How can AAA CLOs offer a potential solution?
Why we believe the strategic case for AAA CLOs remains compelling amid Fed rate cuts.
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Amid global fragmentation, fiscal strains and policy uncertainty, what are the lessons learned from the meetings?
Declining costs and technical progress have made commercial space businesses more economically viable, creating diverse investment opportunities.
At JHI's recent Madrid Investment Summit, Ali spoke with Jeremiah Buckley and Luke Newman about where they are finding the most compelling opportunities within equities.
The market has become much less cyclical over time, and valuations have increased alongside growth and quality.
Head of Australian Fixed Interest Jay Sivapalan provides his insights on the current market conditions and explores current implications for investors.
What does President Javier Milei’s mid-term election victory mean for Argentina's credit trajectory?