Latest Insights
Bond markets: A historically significant week
Jay Sivapalan discusses what just happened in bond markets and how the Janus Henderson Australian Fixed Interest team are positioning portfolios in the current environment.
The world has changed: Implications for bond market investors
Jay Sivapalan, Head of Australian Fixed Interest, discusses the very different investment landscape we find ourselves in after the pandemic and how fixed interest investors can navigate the very different path ahead.
Four ways institutional investors can seek incremental yields
Jay Sivapalan, Head of Australian Fixed Interest, and Shan Kwee, Portfolio Manager, discuss how far fixed interest markets have come in the past 12 months and outline four ways institutional investors can seek incremental yield opportunities.
Australian economic view – June 2022
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
A bond investor’s take on Labor’s net zero commitment
Liz Harrison, Fixed Interest Analyst – ESG, discusses how the change of government could see confident commitment to net zero targets and what that means for bond investors.
ISG Insight: What goes up must come down
Markets have fastened on to some dramatic inflation headlines in recent months but as economic growth comes under pressure is there a risk of policy error?
Signposts to watch as the credit cycle turns
Rates uncertainty and market volatility remain in focus for investors in credit as central banks move more aggressively on their tightening path.
High yield bonds: The useful side of supply constraints
Low supply is providing a supportive technical environment for high yield bonds, helping to counter some of the inflation and growth concerns.
Global Perspectives podcast: the high is back in high yield
Recession risks and rising rates have lifted yields on high yield bonds so are these concerns now largely priced in?
Australian economic view – May 2022
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
How the airport sector weathered the pandemic storm
Jay Sivapalan, Head of Australian Fixed Interest, and Dinesh Kuhadas, Credit Analyst, provide a deep-dive on the airport sector’s experience through the pandemic and discuss how research and company engagement help identify rare investment opportunities in turbulent markets.
Bond markets and house prices: Something’s gotta give
Jay Sivapalan, Head of Australian Fixed Interest, and Dinesh Kuhadas, Credit Analyst, discuss how realistic the market’s cash rate expectations are, given the potential for harm to the economy and financial stability.