The UK election result offers investors the opportunity to refocus on the positive attributes of UK-listed companies.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
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.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Growth opportunities exist beyond the ‘Magnificent Seven’. Here, we explore large-cap tailwinds and a ‘peace dividend’ in Europe.
Hear the views of our asset class heads on market drivers for the second half of the year.
We look under the hood of a seemingly strong nonfarm payrolls (NFP) number and offer insights to help investors position for the Fed’s likely policy response.
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.
Hard currency EM debt continues to offer investors attractive carry/yield opportunities, although with spreads having tightened, further upside in 2024 will likely be more country specific.
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.
The final installment in a three-part video series considers how non-mortgage related securitized sectors fared through the GFC and what investors can learn from this period in history.