Insights showcasing the latest thinking from our analysts, portfolio managers, Janus executives and industry experts.
Investors face a complex investment landscape in 2015. Get insights to help guide your clients through the year ahead.
Like Wiggles, the “home breed” blue ribbon winner, there’s a similar contest going on in global financial markets where the “home country” seeks to outdo the competition in a race to the interest rate bottom.
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.
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.
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 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.