In their second quarter investment commentary, money manager Janus dives into U.S. equities, central bankers, fixed income and global events. "Despite some challenging macro events, the global recovery remains on track. We are seeing healthy vital signs in many of the companies that we follow. U.S. equities continue to offer extremely compelling valuations, in our view. Although the overall bond market has become more susceptible to interest rate volatility, we continue to see attractive risk-reward opportunities in corporate credit."
