Join Richard Bernstein and Seth Meyer as they discuss deglobalisation, persistent inflation, equity market leadership and emerging investment opportunities.
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.
Discover key insights from a robotics tour across Japan as Suney Hindocha explores physical AI, robotics innovation, sustainability opportunities, and the investment implications of increasing competition in one of the decade's most transformative technologies.
Looking at the potential significance of an 8% yield threshold for investors in high yield bonds.
Brazil’s first-round election surprise has proved supportive for markets, but longer-term credit implications depend on fiscal credibility, reform and policy delivery.
How can investors assess the financial impact of climate and nature risks? Explore how data, scenarios, and modelling can help translate environmental risks into investment insights, while highlighting the role of investment judgement.
Collateralized loan obligations (CLOs) have consistently shown better credit strength than their corporate counterparts.
Given the uncertain outlook for rates, investors may be increasingly rewarded for harvesting carry rather than relying on directional market calls.
Twenty years on, we revisit lessons learned from the Global Financial Crisis, concerning parallels in today’s private credit market, and considerations for potentially better investment outcomes.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Reflecting on the limitations of investing in Agg-like bond portfolios and proposing another approach to fixed income investing.