Emma Lawson, Fixed Interest Strategist – Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Australian economic view – September 2023
Dividends that keep on growing – whatever the economic weather
The City of London Investment Trust has increased its dividend every year since 1966, delivering secure and rising income to our investors through thick and thin.
Stephanie Joeson
Keith Chan
TEST DO NOT BROADCAST Access transformational change with thematic investing Copy
Discover the three factors that should shape thematic investing and allow investors to tap into transformational change.
The Bankers Investment Trust Plc: Five stocks for early AI exposure
Artificial Intelligence (AI) is developing rapidly, with myriad start-up companies aiding the development of this emergent technology. However, with AI still in its adolescence, we prefer to seek exposure to this structural shift through more established companies which are investing responsibly in this field.
Foundations of estate planning (PDF)
Fairy Tails: Lessons from 150 years of Drawdowns
Ashwin Alankar, Allan Maymin, Philip Maymin, and Myron Scholes examine 150 years of US stock market data to determine the causes and drivers of downside tail events and identify which types of tail hedge strategies were most effective at mitigating each respective event.
Can the bond market help solve the housing affordability crisis?
Housing affordability has reached critical levels across many cities across the world. While there is no simple answer to this complex challenge, fixed income assets, including sustainability bonds and sustainability-linked loans, offer game-changing potential.
Five sustainable investing myths busted
While sustainable investing is gaining popularity, misconceptions are keeping some investors on the sidelines. Below we address some of the most common myths.