Head of Australian Fixed Interest Jay Sivapalan provides his insights on the current market conditions and explores current implications for 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.
Key takeaways from Milken Institute’s 2026 Global Conference, with themes ranging from geopolitical realignment to the broadening set of AI beneficiaries.
In contrast to many securitized credit sectors, the U.S. Agg captures very little credit spread income relative to its duration.
A more diversified, outcome‑oriented approach to fixed income designed to improve risk‑adjusted results over time.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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Five key aspects of the deglobalization and inflation backdrop suggest the Fed may be using an outdated playbook, including its 2% inflation target.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.