Misconceptions that securitisations are ‘complex’, ‘illiquid’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
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Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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.
Junichi Inoue looks back on a pivotal year for Japanese equities and discusses the implications and key risk for investors in 2025.
The emerging markets debt hard currency team explore how the asset class performed in Trump 1.0 and if there are any lessons to be learned for 2025.
Ashwin Alankar explains how forward-looking signals hint at investors being able to source attractive risk premiums across capital markets in 2025 as recession risk in many regions appears muted.
A Fed statement with hawkish undertones illustrates that sustained U.S. economic growth comes at the price of higher rates.
Guy Barnard discusses the alignment of multiple supportive factors for listed REITs in 2025.
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.