Saudi Arabia has embarked on an ambitious economic transformation programme aimed at propelling the kingdom into a bright, post-oil future.
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An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
How investors can navigate growth opportunities and electricity bottlenecks as data centers proliferate.
Is the European defence industry on the cusp of a multi-decade long investment cycle?
nVIDIA's Blackwell chip launch and how technology and property companies are partnering to enable and benefit from genAI demand.
What are agency mortgage-backed securities, and how might they play a role in investors’ portfolios?
Signals within options markets indicate that artificial intelligence could lead to higher levels of productivity, profitability, and real interest rates.
Exploring why the credit spread on high yield bonds is distorted and potentially wider than it first appears.
The Bank of Japan’s long-awaited rate hike decision and its implications on the stock market.