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 - Pokémon Go: Going Beyond Gaming

Insights in Action

Insights in Action - Pokémon Go: Going Beyond Gaming

Pokémon Go is a phenomenon, but do the implications of its popularity go beyond gaming? Watch two of Janus’ investment professionals discuss.

Investing in Europe: Opportunity Meets Challenges

Investing in Europe: Opportunity Meets Challenges

Ryan Myerberg - Portfolio Manager & Global Research Analyst

It’s an interesting time to be investing in Europe. Watch Janus Portfolio Manager Ryan Myerberg talk about the impact of the European Central Bank’s bond buying program in our latest Insights in Action video.

 
Point of View Series: Brexit Stage Left

Point of View Series: Brexit Stage Left

Janus Capital Group

On June 23rd, in a nonbinding referendum, British voters decided to leave the European Union (EU) by a roughly four percentage point margin. The vote, in our view, raises more questions for the "European project" than it resolves.

 
Finding Silver Linings in Health Care

Finding Silver Linings in Health Care

Andy Acker - Portfolio Manager & Equity Research Analyst and Ethan Lovell - Portfolio Manager & Equity Research Analyst

Watch Janus Co-Portfolio Managers Andy Acker and Ethan Lovell discuss how they continue to uncover what they believe to be opportunities in the health care sector in the midst of political pressure and increased scrutiny on drug prices.

 
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.

 
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.