Emma Lawson, Fixed Interest Strategist - Macroeconomics in the Janus Henderson Australian Fixed Interest team, provides her Australian economic analysis and market outlook.
Market Review
Broad...
Ninety One's Multi Asset Credit team explains that although the high-yield debt market compares favourably with bank capital from the perspective of index-level credit...
The global high yield market holds a crucial position within the financial landscape. Despite its association with higher risk, it presents unique opportunities and...
The Australian Securities & Investments Commission has released a discussion paper on the dynamics between public and private markets and is seeking submissions and...
The fascist Trump regime is ideologically more aligned with Russia and China than traditional Western democracies.
The big global struggle is no longer...
John Lloyd and John Kerschner, Fixed Income Portfolio Managers at Janus Henderson Investors review the best-performing US fixed income sectors of 2024 – what...
From Andrew Canobi, Director, Franklin Templeton Fixed Income
"Today, the Reserve Bank of Australia (RBA) announced its first rate cut since 2020, reducing the cash...
Global Asset Allocation Viewpoints and Investment Environment by T. Rowe Price Australia Investment Committee, as at 31 January 2025.
MARKET PERSPECTIVE
We have a more cautious...
