Portfolio Analyst Tim Gerrard shares his key findings from site visits to several iron ore and uranium mining projects in Quebec and Saskatchewan.
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In this episode, Head of Australian Fixed Interest, Jay Sivapalan, and Matthew Bullock, EMEA Head of Portfolio Construction and Strategy, explore the complex field of insurance portfolio management, highlighting the distinct challenges, opportunities, and the critical role of regulatory compliance in shaping investment approaches for Insurers.
Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
How advisors can help clients cope with anxiety related to both negative media coverage and potential market volatility throughout the 2024 election cycle.
With U.S. elections approaching, investors should consider how more insular American economic policy could affect emerging markets (EMs).
Aussichten für börsennotierte Immobilienaktien sowie die Vorteile eines aktiven regionalen Spezialistenteams
Explanation of how generational preferences impact workforce success, consumer choices, as well as investment returns, and how to navigate them.
How investors can leverage behavioral biases today to find compelling opportunities in non-U.S. stocks.
Projected growth in electric vehicle (EV) fleets is expected to contribute to a halt in oil demand growth by the decade's end. We explore the impact on the oil market and bolstered investment opportunities within EV supply chains.
What are commercial mortgage-backed securities, and how might they play a role in investors’ portfolios?