A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
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.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
A strong economy, persistent inflation, and a lagging Fed could signal tighter monetary policy ahead and a renewed focus on fundamentally driven investments.
With US Treasury yields at 5%, we explore whether ‘crowding out’ is a phenomenon evident in fixed income.
The securitised sector offers access to different consumer-driven and ‘real economy’ risks, diversifying from corporate credit. Here we unravel the sector's distinguishing features.
Three good and bad emerging market stories from the EMD hard currency universe.
Shan Kwee, Portfolio Manager, discusses the significance of Google's entry into Australia's Kangaroo bond market and what it means for investors seeking high-quality credit opportunities.
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.
Considering the risks posed by AI to technology and software loans.
Explore the evolving emerging markets debt universe, its key segments, and how sovereign hard currency bonds could enhance fixed income portfolios.