Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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While many investors are fixated on developments in advanced economies, emerging market companies continue positioning themselves for future growth.
Amid a period of higher rates and inflation, European equities could exceed expectations.
Importance of avoided emissions and the implications for investors.
A regulatory hurdle may delay some merger and acquisition activity in the sector – but is unlikely to stop dealmaking.
Alternative proteins help reduce carbon emissions and can deliver attractive investment returns.
How can investors put renewed activity in the primary market for convertible bonds to their advantage?
As their markets continue to mature, many leading internet and tech companies will have to balance investing for future growth and profitability.
Why economic shifts could keep upward pressure on inflation – and make the case for a global approach to equity investing.
Warehouse visits evidence the strength of demand and rental growth potential for logistics real estate.
Why integrating risk-adjusted conviction as measured by Implied Alpha into portfolio construction serves as a complement to bottom-up stock selection.