Jim Cielinski, Global Head of Fixed Income, discusses the sharp rise in rates and the very gradual deterioration in the credit cycle.
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.
Looking into the U.S. investment-grade corporate credit market and the present level of credit spreads.
Jay Sivapalan, Head of Australian Fixed Interest, discusses the current state of bond markets and provides insights on recent market volatility which has the potential to drive significant returns for investors if navigated correctly.
Recent volatility in tech stocks was mainly driven by other factors and not stock fundamentals. Opportunities emerge for active managers when there are price dislocations.
With investors reacting to the worst global stock market sell-off since 2020, we consider the all-important question – what next?
Amid interest rate cuts and accelerating innovation, the biotechnology sector could be set up for strong performance.
Labour’s promise to deliver 1.5m homes over five years is set to boost housing associations, but dispersion within the sector is set to increase.
Moves in bond yields suggest Fed is behind the curve.
Portfolio Analyst Tim Gerrard shares his key findings from site visits to several iron ore and uranium mining projects in Quebec and Saskatchewan.
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.