Recent periods have witnessed significant fluctuations across various markets in response to the proposed tariff implementations by U.S. President Donald Trump. Despite considerable declines in numerous equities, the Australian fixed interest market has demonstrated resilience, underscoring its defensive characteristics. We invite you to attend a webinar on April 10, 2025, Jay Sivapalan, CFA, Head of Australian Fixed Interest, who will provide expert insights.
Why the U.S. economy has a chance at avoiding recession. Plus, the opportunity we’re seeing in secular growth businesses.
Are we back to the 1890s with the new “liberation day” tariffs?
First impressions from credit markets to President Trump's Liberation Day.
How fixed income markets are responding to Trump’s sweeping tariffs.
Jay Sivapalan, Head of Australian Fixed Interest and Emma Lawson, Fixed Interest Strategist - Macroeconomics share their views on the US tariff announcements and the potential economic and investment implications.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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.
