Markets & Economy

Get perspective on today's financial markets with our global economic outlook. Research-driven insights, from our unique point of view.

April 2017

Investment Outlook from Bill Gross

Brainteasers

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.

 
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.

 
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.

 
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.

 
Spring 2017: Stocks Rally as Confidence Returns

Spring 2017: Stocks Rally as Confidence Returns

Janus Equity Team

Our experts point out the positive and negative themes driving equities, along with tips on how to navigate those themes more effectively.

 
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.

 
Winter 2017: Big Risk Factors Give Way to Company Fundamentals

Winter 2017: Big Risk Factors Give Way to Company Fundamentals

Janus Equity Team

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

 
Opportunities Ahead?

Opportunities Ahead?

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.

 
Trump in Charge

Trump in Charge

Janus Capital Group

What Janus' Investment Professionals Expect as the Trump Presidency Unfolds

 
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

 
A Bullish Move from Yellen: How investors should interpret the Fed's long-awaited rate hike.

A Bullish Move from Yellen: How investors should interpret the Fed's long-awaited rate hike.

Janus Capital Group

The Fed’s decision to raise its short-term rate signals growing optimism about the U.S. economy.