Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Dinesh Kuhadas, Credit Analyst on the Australian Fixed Interest Team, discusses the renewed appeal of corporate subordinated debt for both issuers and investors, highlighting its benefits and emphasising the importance of active management to capitalise on opportunities within this evolving market segment.
How has Emerging Markets Debt (EMD) matured over the decades?
Can the EU's securitisation reforms stimulate growth in the economy, while still safeguarding financial stability?
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Assessing the impact of higher mortgage rates on U.S. homeowners.
The US dollar influences the EMD Hard Currency asset class, but the relationship is complicated. What are the underlying drivers of the relationship?
Ali Dibadj, CEO, speaks with Janus Henderson’s experts about shifting market dynamics and the growing demand for active management.
How Israel’s latest attack on Iran is impacting markets and the implications for risk assets.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Portfolio Manager Nick Sheridan explores dynamic changes in global investment trends, with a focus on small cap resilience and prospects.
Emma Lawson, Fixed Interest Strategist - Macroeconomics, discusses the contrasting economic landscapes and credit ratings of Western Australia and Victoria, with a focus on whether these ratings are accurately priced and where the most advantageous returns lie.
