With all eyes focused on the White House, investors must decide what the incoming President’s policies will mean for markets and how to position accordingly. Ahead of the inauguration, we asked our portfolio managers what they think should be front of mind for investors.
Shan Kwee, Portfolio Manager and Dinesh Kuhadas, Credit Analyst from the Australian Fixed Interest Team discuss the impacts of APRA’s decision to wind down the Australian hybrid market.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Research Analyst Douglas Turnbull outlines how Chinese electrical vehicle manufacturers promise to redefine global mobility, signalling China's rising dominance in key technological and industrial sectors.
A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
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.
Daniel Graña sees a compelling case for long-term investors to maintain an allocation to emerging market equities.
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.
Nick Sheridan highlights the appeal of global small caps in 2025 for portfolio diversification, growth potential and attractive valuations.
At a recent London event, we outlined the environmental and social implications of AI, highlighting the need for responsible deployment.
Global dividends rose to $431.1 billion in Q3 2024, a record for the third quarter.
