Insights

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

Thoughts and Bonds

Fundamental Equity

Janus Global Technology Whitepaper

Our experts share why they believe a convergence of factors within the information technology sector creates unique opportunities for active managers.

Interest Rates Near Bottom

Interest Rates Near Bottom

Janus Asset Allocation Team

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

 
Allez, Les Bleus! Macron Win Clears Path for Growth

Allez, Les Bleus! Macron Win Clears Path for Growth

Janus Capital Group

Read why our experts believe the election of Emmanuel Macron may present a once-in-a-generation opportunity for France and Europe.

 
Macron Boosts Confidence in France and the EU

Macron Boosts Confidence in France and the EU

Janus Capital Group

Read why we believe a win for Emmanuel Macron in the French presidential election would be a boon for equities not only in France, but globally.

 
Underappreciated Risks of Fixed Income's Flagship Benchmark

Underappreciated Risks of Fixed Income's Flagship Benchmark

Janus Fundamental Fixed Income Team

Our experts explain underappreciated risks in fixed income's flagship benchmark.

 
Brainteasers

Brainteasers

Bill Gross - Portfolio Manager

Monthly insight from Bill Gross, one of the world’s foremost thought leaders on fixed income investing, and Portfolio Manager of the Janus Unconstrained Bond Fund.

 
Unfolding Shift Underway: From Inflation to Real Rates

Unfolding Shift Underway: From Inflation to Real Rates

Janus Asset Allocation Team

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

 
Don't Bet on Last Generation's Technology

Don't Bet on Last Generation's Technology

Brinton Johns, Brad Slingerlend and Denny Fish – Portfolio Managers

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

 
Spring 2017: A Good Time to Play Defense

Spring 2017: A Good Time to Play Defense

Janus Fundamental Fixed Income Team

The Janus Fundamental Fixed Income team provides insights on potential investment risks and opportunities, and shares our global outlook for the quarter ahead.

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

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

Janus Asset Allocation Team

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

 
Show Me The Money

Show Me The Money

Bill Gross - Portfolio Manager

Monthly insight from Bill Gross, one of the world’s foremost thought leaders on fixed income investing, and Portfolio Manager of the Janus Unconstrained Bond Fund.

 
Spring 2017: Show Time

Spring 2017: Show Time

Janus Equity Team

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

 
Parlay Betting: For Amusement Only

Parlay Betting: For Amusement Only

Gregory Kolb, CFA

It can be fun to dream a little now and then, but your portfolio is a serious matter. Read why Perkins Chief Investment Officer Gregory Kolb believes caution may be warranted.

 
Upward Inflation Pressures Mitigate but not so with Interest Rates

Upward Inflation Pressures Mitigate but not so with Interest Rates

Janus Asset Allocation Team

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

 
Happiness Runs

Happiness Runs

Bill Gross - Portfolio Manager

Monthly insight from Bill Gross, one of the world’s foremost thought leaders on fixed income investing, and Portfolio Manager of the Janus Unconstrained Bond Fund.

 
The Politics of Health Care

The Politics of Health Care

Andy Acker and Ethan Lovell - Portfolio Managers

Watch PMs Andy Acker and Ethan Lovell discuss the shifting regulatory landscape and how it may impact health care investing.

 
Janus Market GPS<sup>TM</sup> 2017

Janus Market GPSTM 2017

Janus Capital Group

Explore our experts' viewpoints and guidance on key considerations for the year ahead