Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
There are multiple reasons for optimism on commodities and the wider resources sector in the year ahead.
Investors will continue to grapple with market shocks in 2023, but it’s time to focus on the silver lining. In our Market GPS webinar, Janus Henderson’s asset class experts share their perspectives on the economic outlook and discuss the risks and opportunities facing investors in the year ahead.
The growing trend toward deglobalization and what it means for investors in emerging markets.
A discussion of the role of innovation as a key force driving growth in emerging markets over the next decade.
A conversation about the outlook for inflation and the current rate-hike cycle, and the implications for investor portfolios in the new year.
A discussion on the outlook for natural resources in 2023 and why despite inflationary impacts, the long-term investment case remains strong.
2023 could be a tale of two halves as the economic reality of recession sinks in. Where should investors look for opportunities?