The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
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Insights
Portfolio Managers Mathew Kaleel, Andrew Kaleel and Maya Perone look at the returns profile for trend following strategies during recessionary environments.
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Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
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Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
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Alistair Sayer, Client Portfolio Manager, considers why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives as they seek to manage inflation and rising rates.
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The US Federal Reserve continues to prioritise fighting inflation even as signs of a softening economy emerge.
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What lessons can short squeezes offer about the inherent danger of carrying excessive leverage or short positions during periods of heightened risk and illiquidity?
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The biopharmaceutical industry often moves to the beat of its own drum, creating opportunities for diversification.
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Jay Sivapalan, Head of Australian Fixed Interest, discusses the challenging market conditions experienced in the first half of 2022, his outlook for the period ahead and the investment strategies being employed by the team.
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Global corporate net debt fell by 0.2% on a constant-currency basis in 2021 to 2022 to $8.15 trillion.
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Decarbonisation efforts across Asia are hampered by a fragmented market, but recent trends are encouraging.
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