Defensive stocks have outperformed, but cyclicals still offer higher growth potential.
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.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
How has relative value shifted across fixed income sectors amid tariff-related volatility and what does this mean for asset allocation?
Passive bond ETFs aim to provide representative market exposure, but inadequate market data means they may not deliver what they promise.
Unpacking the most pressing issues facing fixed income investors today, including rates, spreads, volatility, and the Federal Reserve.
The exciting long-term investment potential of China's humanoid robots.
Modern investors tend to underappreciate the power of diversification across assets, time, and direction, which ancient societies, perhaps ironically, understood.
Uncertainty about the outlook for AI spending and trade have made focusing on corporate fundamentals all the more important.
Key considerations for property equities investors amid the current market turmoil.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
Why we believe it’s prudent for investors to stay the course with their long-term objectives, even in volatile markets.