Late last week, Janus Henderson hosted a global media conference, which I attended, and I wanted share with you some of the high level index data observations and 2022 forecasts. The note covers global equities, global bonds and energy.
Global Dividends
Dividends in 2020 were down 12% globally according to the...
Sébastien Page, Head of Global Multi-Asset and Chief Investment Officer at T. Rowe Price, writes regarding recent market volatility and its implication for investors.
The volatile start to the year in financial markets is unlikely to abate soon. Sustained inflation, a looming Federal Reserve (Fed) rate‑hiking cycle, tightening liquidity conditions,...
The Alceon Debt Income Fund has achieved an annual return of 8.03%, performing above its return target range of 5% to 7% for the calendar year 2021.
The fund primarily finances residential real estate but may also finance commercial property assets and is positioned relatively conservatively. All loans are secured...
BetaShares Australian Composite Bond ETF (ASX: OZBD) has launched on the ASX and is designed to be a core portfolio allocation for fixed income.
BetaShares OZBD aims to track the Bloomberg Australian Enhanced Yield Composite Bond Index, before fees and expenses. This index takes an intelligent investment approach by weighting...
QIC has added an Australian multi-sector private debt fund offering to its suite, which also includes global infrastructure debt.
The move follows the launch of its Private Debt capability in 2021. The new QIC debt fund offering will provide a combination of broad and deep origination networks, institutional-grade investment governance,...
The Australian ETF industry grew rapidly in 2021 aided by record inflows and strong market conditions according to BetaShares.
Funds under management for ETFs trading on the ASX and Chi-X had a market cap of $136.9 billion as at end of 2021 up from $95 billion for the prior year.
BetaShares...
A study by consultancy bfinance has found that insurers have been adjusting their investment portfolios in response to the pandemic’s economic impact in a bid to improve returns according to InsuranceNews.com.au
The study examines data from 86 insurers in Australia and 19 other economies with combined assets under management in...
Frank Uhlenbruch, Investment Strategist in the Janus Henderson Australian Fixed Interest team, provides his Australian economic analysis and market outlook: February 2022.
Market review
A hawkish pivot by the US Federal Reserve (Fed) in the face of persistent inflation drove yields higher. In turn, higher US yields spurred risk-off sentiment in...
With supply chain issues, higher housing costs, higher commodity prices and producer price inflation remaining square in the sights for 2022, higher inflation is a risk for global markets, according to ClearBridge Investments.
ClearBridge Investments is part of the Franklin Templeton Group and provides a range of investment management services...
By Pengana Capital Group
Anecdotal reports from the companies Pengana Capital follows indicate differing impacts from rising prices—and offer a few clues to where inflation is headed.
The pandemic sowed the seeds of today’s inflation. That much is clear. Last year, fear and government-mandated lockdowns sparked a global recession. Businesses rushed...
