What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
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.
With Trump's tariffs reshaping global trade, our portfolio managers share insights on the longer-term implications for financial markets.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
The material costs of frittering away the U.S. dollar’s reserve currency status must be considered in any trade rebalancing.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
European equities have kicked off 2025 with their best start in two decades compared to the US, but is this sustainable?
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, showcases how the financial sector can contribute to building a more equitable society and takes a closer look at the innovative financial mechanisms, such as social bonds, that aim to bridge the gap in inclusion and social diversity.
Jay Sivapalan, Head of Australian Fixed Interest shares the investment outlook for 2025 and identifies the macro themes and opportunities investors should take into consideration as they navigate the future of fixed income.
Marc Pinto and Lucas Klein say a market broadening that started in 2024 could continue into next year, creating opportunities for active investors.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the current state of bond markets and provides insights on recent market volatility which has the potential to drive significant returns for investors if navigated correctly.
Despite headlines criticizing the rising cost of fast food, consumers’ appetite for food away from home looks set to grow over the long term.