MONTHLY MARKET PERSPECTIVES

Janus' company-informed outlook on the U.S. economy and key macroeconomic indicators, as well as perspectives from the Janus equity team on timely and noteworthy topics.

MONTHLY MACROSCAN

Game on, Folks

GLOBAL FIXED INCOME OUTLOOK

PRIOR MONTHS' REPORTS

June 2014

Monthly MacroScan: Welcome Back Growth

The trajectory of the U.S. economy is never graceful, as first quarter weather-related disruptions reminded us all too well. But we believe we have finally returned to growth – read why in this month’s MacroScan.

May 2014

Monthly MacroScan: Back on Track

After a slow and unfortunate start to the year due to weather disruptions, it appears that the U.S. economy is back on track. Read why we see the U.S. economy regaining momentum and pushing ahead in this month’s MacroScan.

March 2014

Monthly MacroScan: Weather Delays

While emerging market volatility and winter storms have weighed on recent U.S. data, we view these factors as short term. In this month’s MacroScan, read why we believe the core drivers of 2014 economic performance remain intact despite the “two steps forward, one step back” nature of the first two months of the year.

February 2014

Monthly MacroScan: A Strong Start

Despite market volatility in January, we believe the U.S. economy is off to a strong start for 2014. Reduced fiscal drag and continued global monetary policy accommodation should keep growth on track, in our opinion. Read more about Janus’ views in our company-informed MacroScan.