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.
Adam Hetts, CFA, explains why using cash as a long-term investment vehicle can be damaging to an asset allocation.
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.
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?