The legacy of the GFC has perpetuated misunderstanding around the European securitised market. What is the reality and how has the sector changed?
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.
How has relative value shifted across fixed income sectors amid tariff-related volatility and what does this mean for asset allocation?
Passive bond ETFs aim to provide representative market exposure, but inadequate market data means they may not deliver what they promise.
Unpacking the most pressing issues facing fixed income investors today, including rates, spreads, volatility, and the Federal Reserve.
For investors who are relatively new to securitized fixed income, recent market volatility may have provided the first opportunity to witness how securitized sectors might respond when equity markets pull back.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
Are we back to the 1890s with the new “liberation day” tariffs?
First impressions from credit markets to President Trump's Liberation Day.
How fixed income markets are responding to Trump’s sweeping tariffs.