from Janus: 4Q Market Perspectives
December 7, 2010
Each quarter, Janus' equity and fixed income teams share their insight and outlook on global market sectors and key macroeconomic indicators in Market Perspectives Series.
Fundamental bottom-up research is at the core of the Janus investment process. Not only does in-depth research inform the Janus equity investment process, it also anchors our fixed income process and serves as the foundation of our macroeconomic views. Learn more about:
- The outlook for the U.S. and global economies
- Navigating fixed income in today's challenging environment
- Identifying key sector opportunities for equity investing
Credit-Informed Macro Views from the Janus Fixed Income Team | Go
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Waiting for a Catalyst No matter what lens you look through—be it from a company, sector, US. or global perspective—that catalyst requires a recovery in the U.S. employment rate. Until unemployment levels retreat, it is going to be hard for individuals and the companies… |
- Company View: Poised for growth, but lacking confidence.
- Sector View: The recovery is not the news. Its persistence is the story.
- U.S. View: Subpar, but positive—growth ahead.
- Global View: Slow and steady growth.
Global Sector Views from the Janus Equity Team | Go
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Bright Spots Emerge Out of what has seemed like pervasive gloom, our bottom-up view of the world is decidedly bright. Even in slow growth markets, good companies find ways to grow. First movers may benefit the most… |
- Communications: Multimedia strength.
- Consumer: Not your typical recovery.
- Energy + Utilities: Supply/demand imbalances abound.
- Financials: Signs of coiled springs.
- Healthcare: Cheap and unloved.
- Industrials + Materials: Looking up.
- Technology: Tablet mania.
Use this material to help your clients gain a deeper understanding of portfolio positioning strategies and the market dynamics that drive them. Access Janus 4Q Market Perspectives.
Please consider the charges, risks, expenses and investment objectives carefully before investing. Please see a prospectus containing this and other information at janus.com/info. Read it carefully before you invest or send money.
The views expressed are those of the author as of October 2010. They do not necessarily reflect the views of other Janus portfolio managers or other persons in Janus’ organization. These views are subject to change at any time based on market and other conditions, and Janus disclaims any responsibility to update such views. No forecasts can be guaranteed. These views may not be relied upon as investment advice or as an indication of trading intent on behalf of any Janus product.
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