Insights

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

Point of View

Equity Outlook

After the Brexit Avalanche

Learn about the Janus Growth Equities Team’s outlook in the wake of the UK’s decision to leave the EU, categorized by varying degrees of risk.

Global Sector Views 3Q16: The Summer of Our Discontent

Global Sector Views 3Q16: The Summer of Our Discontent

Janus Equity Team

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

 
Investing in Europe: Opportunity Meets Challenges

Investing in Europe: Opportunity Meets Challenges

Ryan Myerberg - Portfolio Manager & Global Research Analyst

It’s an interesting time to be investing in Europe. Watch Janus Portfolio Manager Ryan Myerberg talk about the impact of the European Central Bank’s bond buying program in our latest Insights in Action video.

 
Just a Game

Just a Game

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.

 
Point of View Series: Brexit Stage Left

Point of View Series: Brexit Stage Left

Janus Capital Group

On June 23rd, in a nonbinding referendum, British voters decided to leave the European Union (EU) by a roughly four percentage point margin. The vote, in our view, raises more questions for the "European project" than it resolves.

 
Finding Silver Linings in Health Care

Finding Silver Linings in Health Care

Andy Acker - Portfolio Manager & Equity Research Analyst and Ethan Lovell - Portfolio Manager & Equity Research Analyst

Watch Janus Co-Portfolio Managers Andy Acker and Ethan Lovell discuss how they continue to uncover what they believe to be opportunities in the health care sector in the midst of political pressure and increased scrutiny on drug prices.