After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
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.
An update on the three macro drivers we believe will shape markets in the second half of 2025.
How fixed income investors can prepare for an uncertain journey by recognising trends and diversifying across different assets.
How policy changes might prove to be the catalyst for a switch in global equity leadership.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, explores the transformative potential of a circular economy in advancing sustainability, highlighting how various sectors are adopting closed-loop practices to reduce waste, conserve resources, and achieve environmental goals.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Building portfolio resilience is a key objective for investors during uncertain times. How can AAA CLOs offer a potential solution?
A discussion on how market volatility creates opportunity for collaborative multi-asset teams and where we are finding value in equity and fixed income today.
With large capital reserves, an improving regulatory backdrop, and positive growth trends, many financial firms look prepared to withstand a potential recession.
Is ESG dead? Far from it – but misconceptions abound.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.