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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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Different countries and diverse return drivers can be accessed through emerging markets debt hard currency.
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Silicon Valley Bank’s misfortunes, in our view, are not indicative of a systemic issue with the U.S. banking system.
With most of the bad news seemingly already priced in on the interest rate front, Paul O’Connor explores whether markets will deliver positive returns for investors in 2023.
Facing what is likely to be a mid-cycle adjustment in the U.S., equities investors can dampen the impact of earnings downgrades by focusing on quality.
Cumulative central bank policy should dampen inflation, bringing relief on rates in 2023 but the outlook for credit is set to be more challenged.