25 July 2023 • By Dr Cuong Nguyen • 1 min read
The past 18 months have been something of a wild ride for global real estate investment markets. Government bond yields, investment-grade credit yi...
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The mid-point of 2023 has just been reached and right now, investors are facing tension. Interest rate and inflation tensions have dominated most of t...
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When Dr Raphael Arndt, chief executive officer of Australia’s Future Fund, makes a public statement, it makes investors sit up and take notice. I...
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The year 2022 posed significant challenges for various asset classes, but the tides have turned in 2023, showcasing a remarkable resurgence in investm...
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We believe the tide has turned in uranium and we’re entering the next nuclear renaissance. For investors, this creates the opportunity to take advan...
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Sustainable investment is rapidly evolving. At its core is a philosophy that balances current needs against not compromising the needs of future gener...
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Portfolio manager Daniel Graña from Janus Henderson explains how emerging market companies are embracing innovation, deglobalisation, and decarbonisa...
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The year 2022 was a very challenging year for the bond market and sustainable bonds were no exception. Yet, there are reasons to remain optimistic abo...
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Instead of asking by how much or whether the Reserve Bank of Australia (RBA) should increase cash rates, we should be asking why it controls cash rate...
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For many global investors, it is perhaps completely understandable if they have spent the first part of this year asking themselves, “What just happ...
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