Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Australian economic view – August 2022
Can we feed the planet and still hit net zero?
In an urgent bid to address the agriculture sector’s carbon footprint, while balancing the needs of feeding the global population, a wave of innovative solutions and technologies are quickly emerging.
Global Perspectives: Mortgage-Backed Securities – Has the Baby Gone Out with the Bathwater?
A discussion on mortgage-backed securities in the latest episode of our Global Perspectives podcast series.
Global money trends signalling policy overkill
June money data confirm a grim economic outlook and rising medium-term deflation risk, argues Simon Ward, Economic Adviser.
Healthcare’s recession playbook
Some areas of healthcare benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
Health Care’s Recession Playbook Copy
Some areas of health care benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
Emergent issues steering a volatile market
We expect key issues that have materialized this year to be influential in market movements going forward.
Health care’s recession playbook
Some areas of health care benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
Health Care’s Recession Playbook
Some areas of health care benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.
Health care’s recession playbook
Some areas of health care benefit from steady demand and the ability to pass on price increases – appealing qualities amid slowing economic growth.