Sector Viewpoints

Get access to the insights and opinions of Janus' seven global sector teams and learn how they are using bottom-up, fundamental research to uncover investment opportunities.

Perkins Analyst Viewpoints

Get insights into the Perkins research process and see where the team is finding high-quality, undervalued stocks with
favorable risk/reward characteristics.

Sector

Speaker

Role

Tom Reynolds and Greg Kolb

Research Analyst and Portfolio Manager

  • Rising input costs have been the primary driver of cost increases for beef, chicken and pork.
  • Protein consumption is increasing in emerging markets, but has been flat to declining in developed markets like the U.S., a trend that likely will continue.
  • The industry’s focus on efficiency has helped to offset increased costs and some of the supply volatility.