Jay Sivapalan, Head of Australian Fixed Interest, discusses the recent financial crises across SVB and Credit Suisse.
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2022 hurt fixed income investors, with soaring yields and falling prices. What might be ahead for investors in 2023?
Paul O’Connor, Head of the UK-based Multi-Asset Team, considers recent uncertainty in the US and European banking sectors in the context of a broader late-cycle environment.
Back in the International Monetary Fund’s embrace, Egypt has no option but to advance structural reforms if it wants to avoid liquidity strains morphing into solvency concerns.
Implications of the collapse of Silicon Valley Bank for the technology sector.
Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.
The healthcare sector has been resilient through market drawdowns but also benefits from significant long-term growth drivers.
How bond investors can take advantage of higher short-term yields while still managing duration exposure.
President Lula faces a Brazil that is very different to when he first came to office. The Emerging Markets Debt Hard Currency team explore the outlook for Brazil and the three constraints influencing Lula’s pursuit of his populist agenda.
As the market has grown and new investment structures have become available, CLOs are increasingly viewed as the link between the needs of smaller companies seeking financing and investors seeking yield.
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.