What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?
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.
How are allocation trends changing and where are active managers making a difference at a service and product level?
What are collateralized loan obligations, and how might they play a role in investors’ portfolios?
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, discusses the team's ESG enhancements and accomplishments in 2023.
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Precision agriculture, electric vehicles, and other long-term trends could grow in prominence and help boost the industrials sector in 2024.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
The performance of consumer stocks could hinge on where households decide to aim their spending power next.