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
Software is Eating the World
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.
Kumar Palghat and Nick Maroutsos identify China, uncertainty around the Fed and large companies who are under duress as root causes of market volatility. Hear their outlook and insights on these issues, what to keep an eye on and the importance of being dynamic in your fixed income allocation.
Hillary Clinton introduced a new proposal to address pharmaceutical pricing, affordability and comparative effectiveness for the pharmaceutical industry. Janus research analyst Ethan Lovell weighs in on the potential impact of the proposal, which is already causing volatility within the sector.