It seems, inflation has likely peaked and is expected to fall materially this year
16 Jan 2023
Well, that wasn’t expected…
Risk is integral to investing; it is ultimately what determines returns
10 Jan 2023
Monthly viewpoint – December 2022
Inflation, monetary policy tightening, supply chain disruption, fears of recession, remain the dominant themes as we enter 2023
9 Jan 2023
Divine inspiration
On a brighter note, and with Janus looking forward, 2023 presents
us with a fuller palette of investment opportunities than we’ve seen for
some years.
12 Dec 2022
What were you thinking?
A valuation discipline is designed to place
the odds in your favour
10 Dec 2022
Monthly viewpoint – November 2022
The best returns came from emerging
markets, up 14.8% in November, driven
by an extraordinary rise in China of 30%
5 Dec 2022
A turning point for UK mid-caps
Fearful investors heading for the exit have crushed valuations this year by driving down share prices
