Investment Perspectives

The Janus team of investment experts looks globally to discover new opportunities. Read insights on specific investment issues, our research process, and ideas that fuel our decisions.

Insights in Action - Rachel Young

Insights in Action

Liquidity in High Yield

Recent market conditions have led to liquidity challenges in the high-yield market. Watch Seth Meyer, Janus Portfolio Manager & Research Analyst, discuss these challenges and how the Fundamental Fixed Income team is addressing them.

Opportunities in Energy

Opportunities in Energy

Kris Kelley - Equity Research Analyst

Watch Janus Research Analyst Kris Kelley talk about how his team is identifying risk and uncovering opportunities in the energy sector and the secondary derivative effects of the steep decline in energy prices.

 
The Hunt for Value

The Hunt for Value

Greg Kolb, CFA - Chief Investment Officer & Portfolio Manager

Watch Perkins Portfolio Manager Greg Kolb discuss global markets and his team’s search for value opportunities despite high equity valuations.

 
Software is Eating the World

Software is Eating the World

Brinton Johns

Brinton Johns, Janus Portfolio Manager & Equity Research Analyst, discusses the impact of “software eating the world” on the technology sector and how this insight carries over to other sectors as well.