The severity and duration of crude oil price volatility depend upon how the conflict could impact energy infrastructure and/or shipping in the Strait of Hormuz.
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 early reaction to military strikes in Iran and the implications for investors.
A divergence in performance between positive and negative cash-flow businesses could signal opportunity for investors focused on quality factors.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Key risks and opportunities within asset-backed securities (ABS) for investors seeking to navigate the evolving fixed income landscape.
Private credit has become a core allocation for investors. Hear insights from Janus Henderson and Victory Park Capital on the risk and opportunities in MENA and asset-backed finance.
Kenya’s external position has improved markedly, but beneath the surface emerges a more cautious story on fiscal reform and long term sustainability.
Hong Kong’s residential property market is in a recovery phase driven by supportive macro conditions, stronger household balance sheets, and renewed demand.
Ongoing reforms in Japan and South Korea could turn governance into a durable competitive advantage and catalyst for a re-rating of these markets.
When traditional commodity strategies fall short, how can alternative strategies unlock broader, more resilient opportunities?
Over the past five years, collateralized loan obligations (CLOs) have delivered some of the best risk-adjusted returns available in fixed income markets.