Guest author Phil Strano from Yarra Capital Management illustrates why it’s important for bond investors to understand if they are investing in a holding...
By Jay Sivapalan, Head of Australian Fixed Interest and Emma Lawson, Fixed Interest Strategist – Macroeconomics at Janus Henderson Investors.
President Trump's tariff policy has...
Credit spreads across many fixed income sectors have returned to historically tight levels in late summer. This observation is most acute for U.S. corporates—both...
Hazel Ilango is an Energy Finance Analyst, Debt Markets at the Institute for Energy Economics and Financial Analysis (IEEFA).
Climate risks may be on the verge...
My view on fixed income markets at the beginning of 2026 remains consistent with my
perspective from 2025: I continue to expect long-maturity, high-quality government...
Conventional portfolio construction theory positions equities as the primary driver of returns, while fixed income typically takes a back seat as a low-return and...
Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
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