Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Dinesh Kuhadas, Credit Analyst on the Australian Fixed Interest Team, discusses the renewed appeal of corporate subordinated debt for both issuers and investors, highlighting its benefits and emphasising the importance of active management to capitalise on opportunities within this evolving market segment.
How has Emerging Markets Debt (EMD) matured over the decades?
Can the EU's securitisation reforms stimulate growth in the economy, while still safeguarding financial stability?
Integrating ABS in portfolios is like core-strengthening exercises, enhancing their stability, flexibility, and resilience, while optimising risk-adjusted returns.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Assessing the impact of higher mortgage rates on U.S. homeowners.
The US dollar influences the EMD Hard Currency asset class, but the relationship is complicated. What are the underlying drivers of the relationship?
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
The European ABS sector offers access to different consumer-driven and ‘real economy’ risks, diversifying from corporate credit. Here we unravel the sector's distinguishing features.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
