Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Insights
Join Portfolio Manager, Shan Kwee, as he discusses how active management strategies and nuanced credit investing can lead to positive returns for investors. Shan will also give an update across both of our credit strategies, Diversified Credit & Sustainable Credit.
Is the golden age of Fixed Income still ahead - and what does this mean for Australian bond investors? Join Jay Sivapalan, Head of Australian Fixed Interest, as he discusses the implications that rate changes will have on the Australian market, hybrids and consumer slowdown, plus gives an update on our flagship strategies, the Tactical Income and Australian Fixed Interest Funds.
Yields on U.S. corporate credit have reverted to levels not seen since before the Global Financial Crisis, providing attractive opportunities.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
The arrival of less restrictive monetary policy could further buttress a still resilient U.S. economy.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the current state of credit markets and explores how active management strategies, mixed with nuanced credit investing, can lead to positive returns for investors.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
In this episode, Head of Australian Fixed Interest, Jay Sivapalan, and Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, discuss the world of credit, from the current market conditions to the nuanced opportunities and risks that lie ahead.