Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook.
Australian economic view – May 2021
Global manufacturing PMI peak delayed, relapse still likely
Further PMI strength in April likely reflects temporary factors and the monetary signal for future direction remains negative, argues Simon Ward, Economic Adviser.
Global Sustainable Equity: News and opportunities (April 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on 2021 so far and looks ahead to the opportunities in the world of sustainability.
GDP, the Fed and Biden’s Address: Recapping the Last 24 Hours
A recap and discussion of three significant economic events from the past 24 hours.
How to read and understand an Annual report
This white paper is designed to guide investors through the detail of an annual report and explains how best to develop a deeper understanding of what those statements can reveal about a business’s financial condition.
US Fed’s high wire act
Global Bonds Portfolio Manager Bethany Payne provides a brief view on the outcome of the latest US Federal Reserve meeting in April 2021, where no changes were made to monetary policy.
Global Sustainable Equity: news and opportunities (April 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on 2021 so far and looks ahead to the opportunities in the world of sustainability.
Global Sustainable Equity: News and Opportunities (April 2021)
Reflecting on 2021 so far and looking ahead to the opportunities in the world of sustainability.
Profits forecasts at risk from waning government support
Corporation taxes may be on the rise but a withdrawal of pandemic-related subsidies is a more immediate threat to profits optimism, argues Simon Ward, Economic Adviser.
Global Sustainable Equity: news and opportunities (April 2021)
Hamish Chamberlayne, Head of Global Sustainable Equities, reflects on 2021 so far and looks ahead to the opportunities in the world of sustainability.