Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, discusses the Climate-related Financial Disclosure initiative and how the mandated sustainability reports will be used to enhance transparency and accountability.
Assessing Fed Chair Powell’s speech at Jackson Hole and the implications for fixed income investors.
Exploring the potential interplay between government and corporate debt levels.
The risk of tariff-induced supply disruptions has raised the stakes for monetary policy error.
Improving EM fundamentals are driving sovereign credit rating upgrades, which have been more than double the number of downgrades so far in 2025.
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.
Despite somewhat sticky inflation and a recent softening in the labor market, the majority of U.S. households are in a stronger financial position than they were pre-COVID.
Delving into the relative value between fixed income sectors and our preference for carry.
No sector is immune from the threat of cybersecurity attacks. How can this risk be assessed from a credit and governance perspective in securitisation markets?