Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Insights
European Equities Portfolio Manager Robert Schramm-Fuchs explores the events shaping the future of European markets.
After the bank failures of 2023, the sector is making a comeback thanks in part to a stable rate environment and optimism around capital markets activity.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
From ballots to banks and barracks – could this federal election mark the end of stagnation for Europe’s powerhouse economy?
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
DeepSeek's open-source AI model has shaken the market – what does it mean for European companies involved in the race for AI dominance?
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
What do current market dynamics mean for asset allocation? The Market GPS Multi-Asset Quarterly highlights key drivers and positioning.
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.