In this episode, Head of Australian Fixed Interest, Jay Sivapalan, and Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, discuss the world of credit, from the current market conditions to the nuanced opportunities and risks that lie ahead.
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Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
In their mid-year outlook, the PCS Team at Janus Henderson discusses how higher yields are creating positively skewed return opportunities for fixed income investors.
Ali Dibadj and Matt Peron highlight why active investing suits the new market environment.
Jim Cielinski explores the income opportunity amid rates uncertainty.
Hear the views of our asset class heads on market drivers for the second half of the year.
The PCS Team outlines their framework for activating a goals-based fixed income strategy.
What are commercial mortgage-backed securities, and how might they play a role in investors’ portfolios?
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Liz Harrison, Fixed Interest Strategist - ESG in the Australian Fixed Interest team, discusses how green finance can help to create sustainable buildings and explores the different types of investments available to investors in this sector.
In this episode, Head of Australian Fixed Interest Jay Sivapalan, and Matt Bullock, EMEA Head of Portfolio Construction and Strategy, discuss why the Australian Fixed Interest market is making a resurgence and where the opportunities are over the next 12 months.