Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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.
Capital markets are expanding beyond traditional benchmarks as tokenization and AI unlock new opportunities.
Five key aspects of the deglobalization and inflation backdrop suggest the Fed may be using an outdated playbook, including its 2% inflation target.
Securitised credit has navigated recent market volatility with resilience. We explore the role of diversification, floating rate exposure and active management in today’s environment.
This paper challenges common misconceptions about emerging markets, highlighting the evolution and long‑term potential of hard currency EM sovereign debt.
Venezuela is re‑entering strategic focus as recovery discussions gather pace. A recent research trip suggests momentum is real, though progress remains fragile and uneven.
Private credit and broadly syndicated loans differ in borrowers, pricing, valuation and liquidity. We explore why these distinctions matter for CLO investors.
As conflict in the Middle East has repriced markets, we look at the sectors and themes that are driving our asset allocation and security selection.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Liz Harrison, Fixed Interest Strategist – ESG, explores how the conflict is doing more than lifting oil prices: it is reshaping ESG through energy security, food inflation, health risks and national preparedness.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.