Insights

Insights showcasing the latest thinking from our analysts, portfolio managers, Janus executives and industry experts.

Investment Outlook:

Brainteasers

A recent Internet blog posed the predicament of many medium/long-term relationships: At some point couples run out of historical stories or even topical things to say. After all, there are only so many Trump tweets you can talk about, and you’ve long since agreed to disagree about the meaning of life.

Show Me the Money

Bill Gross

“School days” inexorably continue at the Gross household, not just because of grandchildren, but because of the necessity to teach my own kids the complexities and pitfalls of investing.

Unfolding Shift Underway: From Inflation to Real Rates

An Asset Class Outlook

The Janus Asset Allocation team shares their insight on what option prices are telling them about today’s market.

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Active Tech: The Right Approach at the Right Tim

Fundamental Equity

The Janus Global Technology team explains why a convergence of factors within the information technology sector creates unique opportunities for active managers.

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Don’t Bet on Last Year’s Technology

Brinton Johns, Brad Slingerlend and Denny Fish – Portfolio Managers

Learn how the Janus Tech team works to identify the next generation of top companies in the technology sector.

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Thoughts and Bonds | Spring 2017: A Good Time to Play Defense

The Janus Fundamental Fixed Income team discusses trends impacting the health care sector. Read more in our quarterly outlook.

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Point of View | The Fed Follows Through

Janus Capital Group

Our Fundamental Fixed Income team reacts to the Fed’s March interest rate hike. Read their outlook in our latest Point of View.

Is the Reflation Trade Alive? Yes and No...

An Asset Class Outlook

The Janus Asset Allocation team shares their insight on what option prices are telling them about today’s market.

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Janus Equity Outlook | Spring 2017: Stocks Rally as Confidence Returns

Janus Equity Team

Our experts point out the positive and negative themes driving equities, along with tips on how to navigate those themes more effectively.

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Global Sector Views | Spring 2017: Show Time

Read the latest insights from our research team and see how they are navigating the opportunities and risks within their sectors.