Japanese stocks' appeal is enhanced with the removal of tariff and political uncertainty.
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.
As we navigate emerging bifurcation and increasing opportunities, we look at the sectors and themes like AI that are driving our asset allocation and security selection.
While the subprime consumer is becoming strained and delinquencies in that segment are on the rise, ABS exposed to the prime consumer remain on solid footing.
The third quarter highlighted various secular trends that could potentially set the stage for long-term earnings growth.
Recent deals within the AI ecosystem seek to align major players in the effort to meet voracious demand.
Importance of a holistic evaluation of climate transition plans.
Assessing the implications of the proposed privatization of Fannie Mae and Freddie Mac for fixed income investors.
Why the AI wave’s unique dynamics distinguish it from the dotcom era.
Conversations with clients on fixed income at JHI's Madrid Investment Summit.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the impact of geopolitical shifts on global economic dynamics, emphasising the need for investors to realign with government strategic priorities.
AI's role as a secular mega-trend and how strategic investments can leverage AI for long-term value creation.