Shan Kwee, CFA, Portfolio Manager in the Janus Henderson Australian Fixed Interest Team, discusses how despite a tough 2022, opportunities still exist in credit...
By Gareth Abley, Co-head of Alternative Strategies, MLC Asset Management
A perennial challenge for most investors is that the vast majority of the risk in...
By Paul Miron from Msquared Capital
Australia’s private credit market is officially irresistible. Global investors that have shown up too late to devour the best...
Key Takeaways
We believe that global credit is well positioned in the period ahead as an asset class that may deliver attractive defensive characteristics,...
While financial crises are often similar, the excesses of each cycle are unique.
Today’s excesses resulted from central bank policies designed to counter...
Income Asset Management's Head of Credit Strategy - Matthew Macreadie, provides his credit outlook for 2023.
It is the starting point that counts
After enduring...
Jim Caron, co-chief investment officer of Global Balanced and Risk Control strategies at Morgan Stanley Investment Management, looks at change in bond yields in...
Janus Henderson Investors' Credit Risk Monitor tracks key indicators which impact credit portfolios
All three traffic lights monitored by Janus Henderson Investors' credit team continued...
