Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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In this episode, our experts discuss the integration of ESG into investment strategies, the importance of data, and responsible AI.
Why we believe the recent slide in healthcare stocks presents a potential buying opportunity.
We unpack the complexities of integrating ESG factors into investment strategies, and how regulatory frameworks enhance transparency.
Why have Japanese stocks become much more investable today?
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?
What are non-agency residential mortgage-backed securities (RMBS), and how might they play a role in investors’ portfolios?
We explore how innovation seeks to meet AI's energy needs and the technology’s potential impact on climate.
A resurgence in productivity underscores a significant shift toward greater efficiency.
After years of stagnation, the collapse of the German coalition opens the door to structural reforms that could benefit the economy and stock markets.
Misconceptions that securitisations are ‘opaque’ and ‘risky’ can be used as reasons to be sceptical of the asset class. What is the reality?