With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
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.
How are allocation trends changing and where are active managers making a difference at a service and product level?
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, discusses the team's ESG enhancements and accomplishments in 2023.
Join Hamish Chamberlayne, Portfolio Manager for the Global Sustainable Equity Fund, as he looks to navigate through 2024 and provides an update on the portfolio.
Join Shan Kwee, Portfolio Manager for the Sustainable Credit Fund, as he provides an outlook on the portfolio and the movements for credit markets in 2024.
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
Join Jay Sivapalan, Head of Australian Fixed Interest, as he shares how bonds can impact your portfolio this year and give an update on the Tactical Income Fund and Australian Fixed Interest Fund, plus what is in store for fixed income investors in 2024.
Join Darko Kuzmanovic, Portfolio Manager for the Global Natural Resources Fund, as he gives an update on the portfolio and shares his investment outlook on what 2024 has in store for the resources sector.