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.
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.
Please join us for an introductory webinar to introduce and familiarise you with the Janus Henderson Diversified Credit Fund with Shan Kwee, Portfolio Manager. Shan will provide an overview of Janus Henderson and the Australian Fixed Interest Team, and will detail how they build a portfolio of diverse global & domestic credit securities providing income over the longer term.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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.
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.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
With innovation on the rise and interest rate hikes likely over, investors may want to pay closer attention to emerging market stocks.