Portfolio Manager Aaron Scully explores three key macro themes: AI adoption, stimulus driving economic momentum, and rising risks in private credit.
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
In their 2026 outlook, Lucas Klein and Marc Pinto discuss how AI and structural reforms, especially in Europe, present opportunities for selective investors.
Alex Veroude explains why the credit cycle in fixed income still has further to run in 2026, but investors should build some resilience into their portfolios.
Ali Dibadj explores key investment themes for 2026 to help actively position portfolios for resilience and growth.
Responsible investing is shifting from aspirational ESG ideals to financially material considerations, aligning with broader economic realities.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, discusses the Climate-related Financial Disclosure initiative and how the mandated sustainability reports will be used to enhance transparency and accountability.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
After a bout of early-year volatility, a series of trends is emerging that is likely to provide a tailwind for global equities over the mid term.
An update on the three macro drivers we believe will shape markets in the second half of 2025.