The final instalment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.
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The second instalment in a three-part video series explores collateralized debt obligations (CDOs) and synthetic CDOs and their role in the Global Financial Crisis.
The first in a three-part video series explores the role securitized assets played in the Global Financial Crisis.
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
In this episode, Head of Australian Fixed Interest Jay Sivapalan, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, discuss why the Australian Fixed Interest market is making a resurgence and where the opportunities are over the next 12 months.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
How the current interest rate environment impacts the securitized market and why active management is key to identifying the best opportunities.
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.
An extended cycle may signal success in achieving a soft landing, but it also sets up a diverging set of risks for equities and bonds.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.