The technology sector is adjusting to an era of higher discount rates and certain segments becoming more exposed to undulations in the broader economy.
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Insights
Portfolio Managers Mathew Kaleel, Andrew Kaleel and Maya Perone look at the returns profile for trend following strategies during recessionary environments.
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Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
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In an urgent bid to address the agriculture sector’s carbon footprint, while balancing the needs of feeding the global population, a wave of innovative solutions and technologies are quickly emerging.
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Alistair Sayer, Client Portfolio Manager, considers why investors’ need for real diversification in their portfolios could be a long-term driver of demand for liquid alternatives as they seek to manage inflation and rising rates.
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The US Federal Reserve continues to prioritise fighting inflation even as signs of a softening economy emerge.
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What lessons can short squeezes offer about the inherent danger of carrying excessive leverage or short positions during periods of heightened risk and illiquidity?
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The biopharmaceutical industry often moves to the beat of its own drum, creating opportunities for diversification.
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Jay Sivapalan, Head of Australian Fixed Interest, discusses the challenging market conditions experienced in the first half of 2022, his outlook for the period ahead and the investment strategies being employed by the team.
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Global corporate net debt fell by 0.2% on a constant-currency basis in 2021 to 2022 to $8.15 trillion.
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How select sectors are being impacted by rising prices and what it means for both company profitability and the health of the economy.
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Janus Henderson’s Investment teams explore biodiversity loss and the role of finance in protecting nature.
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Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
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Investors must be willing to think differently in a changing market.
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Following a recent drawdown, can U.S. fixed income still fulfil its role in a diversified portfolio?
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As central banks seek to put the brakes on higher inflation, how is this affecting credit markets?
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Supporting actors don’t usually steal the show, but quantitative tightening has a disruptive reputation.
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