Insights

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

Fixed Income Insights

How Should Investors Deal with Rising Rates

Three reasons that investors should remain steadfast on fixed income.

March Madness

March Madness

Bill Gross - Portfolio Manager

If there ever was an economic concept that currently is not a layup, it would be what the future average level of Fed Funds will be. No one really knows and unlike the gimme layup that Coach K provided for me, there are no “gimmes” when it comes to scoring a Fed Funds basket.

Crude Oil’s Price Decline a Mixed Blessing for Growth

Crude Oil’s Price Decline a Mixed Blessing for Growth

Chris Nielsen - Global Energy Credit Analyst

Many economists see lower oil prices as a boon to U.S. economic growth, but Global Energy Credit Analyst Chris Nielsen says the impact will be tempered by job losses in the energy sector. A sustained recovery in crude oil prices could take time, darkening the energy sector’s employment picture.

Shut off the Noise, Hear the Risks

Shut off the Noise, Hear the Risks

Gibson Smith - Chief Investment Officer, Fixed Income

The big surprise in 2014 was the rally in the long bond. What’s in store for 2015? Greater volatility! Gibson Smith, Janus Fixed Income CIO, believes volatility is generating greater downside risk than most other market factors, and he explains what kind of portfolio positioning is needed to gain an edge.

Plummeting Oil Prices Spark Market Jitters

Plummeting Oil Prices Spark Market Jitters

Kris Kelley, CFA - Equity Research Analyst

Global financial markets were spooked as investors pondered what lower prices foretold about global growth expectations, and what a precipitous decline could mean for the once-thriving U.S. shale industry. Janus energy analyst and sector team leader Kris Kelley explains why more volatility lies ahead for energy stocks, and what it means for investors.

The U.S. Dollar’s Uneasy Reign

The U.S. Dollar’s Uneasy Reign

Chris Diaz, CFA - Head of Global Rates and Co-Portfolio Manager

The U.S. dollar is ascendant. It rallied against the world’s major currencies in 2014, and we expect central bank policy divergence will maintain the U.S. dollar’s strength against the euro and the yen. In this paper, Chris Diaz, Head of Global Rates and Portfolio Manager of Janus Global Bond, outlines why there is good reason to believe the greenback’s dominance could last through 2015, and the implications this has for fixed income investors.