Potentially higher US inflation and growth coupled with tariffs are likely to impact the emerging markets landscape. What are implications for emerging markets debt investors?
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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.
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?
Identifying the appropriate range for policy rates has gotten even more challenging given economic initiatives proposed by the incoming administration.
Amid a glut of new supply, compelling relative value opportunities have emerged in European collateralised loan obligations.
A discussion of current opportunities in equities and fixed income, and why a flexible asset allocation approach might prove valuable in today’s complex market landscape.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
A discussion on how the macroeconomic environment is impacting the securitized and multi-sector credit markets.
Securitisations are ‘opaque’, ‘complex’ and ‘risky’, the myths perpetuated in the GFC era. How has the industry changed since the crisis?
Following nearly three years beset by economic turmoil, debt default, and political instability, Sri Lanka is on a fresh path under a new leadership.
What’s driving the dispersion in recent performance across European retail CMBS?