Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
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There are multiple reasons for optimism on commodities and the wider resources sector in the year ahead.
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Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
A discussion on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.