| September 2016 | |
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Unearthing Opportunities in Metals and Mining. Thoughts and Bonds™: Macro Views from the Janus Fundamental Fixed Income Team |
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Slowing global growth, deteriorating balance sheets and U.S. dollar strength have manifested in volatility for the metals and mining sector this year. While investors in search of yield have piled into the sector of late, the Janus Fundamental Fixed Income team’s long-term view is that there will be a continued struggle with oversupply in the face of sluggish growth and a looming demand curtailment from China. Learn more in our quarterly outlook. |
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