Latest Insights
Plain sailing for floating assets in 2022?
Secured loans markets have experienced fairly calm conditions in early 2022, notes David Milward, Head of Loans, while sharing his expectations for the rest of the year.
Flattening is not flattering
The recent flattening of yield curves is incongruous to the beginning of a hiking cycle. The Global Bonds team examines the drivers of these dynamics and the team’s expectations for 2022.
Global technology markets seek normalcy in 2022
As the global economy normalises, tech stocks could benefit from a convergence of secular and cyclical forces.
Australian economic view – January 2022
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Global equities: focus on the predictable
Global Equity Portfolio Manager Gordon Mackay believes investors should focus on more predictable long-term secular trends, which can be powerful tailwinds for certain businesses.
The outlook for large cap US growth equities through renewed volatility
While bouts of market volatility are likely to continue amid divergent macroeconomic themes, Portfolio Manager Doug Rao remains constructive on the prospects for growth in the coming year.
Research in Action Podcast: Can equity gains continue in 2022?
Tune in to hear to why, despite the potential for near-term volatility, we think stock investors could find a broad investment opportunity set in the new year.
Still think high inflation is transitory?
Suny Park, Head of Institutional Client Strategy, discusses inflation-hedging for the end of the ‘great moderation’.
Global equities: balancing a broadening recovery with inflation concerns
The degree to which inflation elicits policy responses – and an evolving market structure – should command equities investors’ attention in 2022.
The necessity of yield in 2022
Why the yield provided by the high yield asset class may prove helpful in navigating the volatility likely to emerge in 2022.
Are we there yet? A slow and steady recovery for Asian growth expected
Andrew Gillan provides his views on the growth prospects for Asian equities in 2022.
2022 outlook: Australian Fixed Interest
Jay Sivapalan, Head of Australian Fixed Interest, discusses the path ahead for the Australian economy and what it means for the fixed interest outlook.