Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Insights
Sales of GLP-1 weight loss drugs are growing 50% annually, with more research and development underway that could extend growth.
Here we explore how integration of financially material ESG risks and opportunities helps Janus Henderson deliver client outcomes.
Portfolio Manager Steve Cain provides his latest quarterly thinking on the macro backdrop and the route ahead.
In this series of short video interviews, Ali Dibadj, CEO, speaks with Janus Henderson’s experts about how they are investing together with clients for a brighter future.
Responsible investing doesn't mean having to forego performance. Join Hamish Chamberlayne, Head of Global Sustainable Equities, as he discusses striking the balance between building a portfolio of companies that positively contribute to society, whilst generating attractive returns. Hamish will also provide a portfolio update and some stand out names to look out for in 2025.
Please join us for an update on the Global Multi Strategy Fund with Client Portfolio Manager, Alistair Sayer. Alistair will be covering portfolio updates, recent performance and why now is a great time to be in the alternatives space.
Join Josh Cummings, Portfolio Manager for the Global Research Growth Fund, as he talks U.S election results and implications for investors, consumer stocks to watch and the 2025 outlook for the Fund.
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.
With gold at all time highs in September, the time to consider resources is now. Join Portfolio Manager for the Global Natural Resources Fund, Daniel Sullivan, as he highlights some top names to watch out for in the resources sector and gives his outlook for the remainder of 2024 and beyond.
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.