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.
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.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Signals within options markets indicate that artificial intelligence could lead to higher levels of productivity, profitability, and real interest rates.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
With global economic prospects likely to diverge further, investors should seek markets that appear to balance risks and opportunities.
How will the investment landscape shift in light of higher borrowing costs?
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Oliver Blackbourn and Adam Hetts discuss what 2024 holds for investors.
The Economist Intelligence Unit (EIU) explores the shift back to in-office working and the uptake of AI while Janus Henderson CEO Ali Dibadj looks at what it means for investors.
Precision agriculture, electric vehicles, and other long-term trends could grow in prominence and help boost the industrials sector in 2024.
The Economist Intelligence Unit explores some of the data behind geopolitics while CEO Ali Dibadj provides his perspective on what it means for investors.