Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why floating-rate CLOs have continued to be the best-performing assets in global fixed income markets.
Why CLOs are well positioned for the current investment backdrop.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
What if the debt crisis investors have feared is not still ahead, but already here, unfolding in plain sight?
The ‘politicisation’ of central banks is more than just an awkward word to pronounce. It reflects a growing political pressure on central banks caused by an evolving macroeconomic and political backdrop. At a recent dinner attended by policy experts, we discussed the changes that have taken place and how this might affect fixed income markets.
Why AAA collateralized loan obligations (CLOs) may be well suited to navigating an uncertain rate environment.
Alex Veroude looks objectively at market moves to better balance risks and opportunities.
Gold and real Treasury yields appear decoupled, but the historical mechanism is still working. Central bank buying has just lifted the floor.
A monthly market update featuring global equity and fixed income performance, sector and asset class trends, and key themes shaping the investment landscape.