Insights showcasing the latest thinking from our analysts, portfolio managers, Janus executives and industry experts.
Investors face continued volatility in the remainder of 2015—but there’s an upside side too.
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.
With central banks around the globe still in accommodative mode, the threat that the Federal Reserve will pull away the punch bowl sets up the markets for some real disruption.
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 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.