For wholesale investors in Australia

Shan Kwee, CFA

Portfolio Manager
Shan Kwee | Janus Henderson Investors

Shan Kwee is a Portfolio Manager on the Australian Fixed Interest Team at Janus Henderson Investors. Prior to joining the firm as a credit strategist in 2018, Shan was head of portfolio management at Omega Global Investors since 2016. He joined Omega in 2010 as a portfolio manager. Before that, he was an assistant portfolio manager at Vanguard Investments Australia since 2007 and was a fixed interest investments associate there from 2003.

Shan earned a combined BCom/BInfoSys degree, majoring in finance and systems analysis, from the University of Melbourne. He holds the Chartered Financial Analyst designation and has 18 years of financial industry experience.

Articles Written

Stranded assets: a rising risk for credit investors?

Stranded assets: a rising risk for credit investors?

The rise of ESG considerations is creating stranded asset risks across industries, as companies work to protect their social licences to operate.

Shedding light on sustainable fixed income

Shedding light on sustainable fixed income

With growing investor appetite for sustainable investment options, Shan Kwee, Portfolio Manager in the Janus Henderson Australian Fixed Interest team, explains the different types of investments available and the complexities faced in issuing and tracking sustainable investment outcomes.

Finding income in a 0% world
Investment Viewpoints

Finding income in a 0% world

With the risk-free rate at all-time lows, Shan Kwee and Liz Harrison from the Janus Henderson Australian Fixed Interest Team, argue that credit spreads are now more valuable to investors than ever before.

Is infrastructure still defensive?

Is infrastructure still defensive?

COVID-19 has turned the world upside down and with it many investment principles. Members of the Janus Henderson Australian Fixed Interest Team discuss whether infrastructure is still a valid defensive investment.

High-yield in name only?
Investment Viewpoints

High-yield in name only?

Shan Kwee, Portfolio Manager at Janus Henderson Investors, discusses how investors in search of yield are taking on risk and ending up poorly compensated as yields reach all-time lows.

Managing income expectations in a low yield environment
Investment Viewpoints

Managing income expectations in a low yield environment

With negative yielding bonds peaking at more than US$17 trillion, Shan Kwee, Portfolio Manager – Credit at Janus Henderson Investors, discusses why fixed interest investors need to carefully weigh up the risks of preserving their levels of income.

Bucking the trend – CBA’s well-timed hybrid issue
Investment Viewpoints

Bucking the trend – CBA’s well-timed hybrid issue

Members of the Australian Fixed Interest Team discuss Commonwealth Bank’s latest hybrid issue and why they are taking advantage of market conditions, breaking with the recent trend of Tier 2 debt issuance from the major banks.

Unquestionably stronger – what TLAC means for investors
Investment Viewpoints

Unquestionably stronger – what TLAC means for investors

The Australian Fixed Interest Team evaluate the tension between the RBA and the major banks and how much of the RBA’s 50bps cut in the official cash rate has been passed onto borrowers.

The battle of the banks – the RBA vs the Big Four
Quick Views

The battle of the banks – the RBA vs the Big Four

Members of Australian Fixed Interest Team examine the tension between the RBA and the major banks and how much of the RBA’s 50bps cut in the official cash rate has been passed onto borrowers.