Assessing the implications of the proposed privatization of Fannie Mae and Freddie Mac for fixed income 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.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.
How balanced strategies can help investors stay true to their long-term objectives.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the impact of geopolitical shifts on global economic dynamics, emphasising the need for investors to realign with government strategic priorities.
We explore the different types of investor and their motivations for investing in CLO ETFs.
How the US commitment to stabilising Argentina's economy signals that policy efforts by President Milei to maintain the country’s fiscal anchor are likely to continue.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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.