Latest Insights
ISG Insight – Bond market riot: Rates are rising but is it sustainable?
What began as a gradual climb in nominal yields from the summer accelerated in February. Moves of this speed are rare, so we dedicated an ISG meeting to ask why global yield curves have steepened so quickly and what the implications are for fixed income asset allocation.
Quick view: The implications of rising inflation
Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, explains how the team are actively managing the impact of rising inflation expectations.
Emerging market equities: same storm, different boats
The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.
Inside the bond market sell-off
Jay Sivapalan, Head of Australian Fixed Interest at Janus Henderson, discusses what caused February’s bond market volatility and how the team are actively navigating the challenging conditions.
Real yields pulling on cable
Portfolio manager Oliver Blackbourn gives his thoughts on recent sterling strength, outlining why he believes this environment may favour UK domestic-focused firms over those with global revenues.
How are China’s stock markets developing and evolving?
China equities portfolio manager May Ling Wee discusses the buoyant initial public offering (IPO) market and the impact of ‘re-shoring’ and rising cross-border flows on Chinese markets.
Australian economic view – March 2021
Liz Harrison, Fixed Interest Analyst – ESG in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Resources in 2021: A year of transformation
Daniel Sullivan, Head of Global Natural Resources at Janus Henderson, discusses the key factors driving the outlook for natural resources and what’s ahead for mining, energy and agriculture.
Taking stock of the mining sector
Tal Lomnitzer, Senior Investment Manager in the Janus Henderson Global Natural Resources team, discusses the drivers of change in the mining sector.
COVID variants: The impact on pandemic trajectory & biopharma stocks
Making sense of the latest developments around COVID-19 variants and what investors should consider now.
Exploiting the two-way traffic in high yield
Tom Ross, corporate credit portfolio manager, takes a drive in the auto sector to demonstrate how both upgrades and downgrades can be a source of returns.
Global Sustainable Equity: news and opportunities (January 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on the last quarter of 2020 and looks ahead to the opportunities in the world of sustainability.