There has been a meaningful shift in
investors’ interest rate expectations
20 Feb 2023
13 Feb 2023
Love Actually? Disappointment, actually
At times great companies might not be great investments
10 Feb 2023
Monthly viewpoint – January 2023
Growing confidence that inflation in the US and Europe has peaked, with data showing both consumer and producer prices coming in below expectations, boosted markets
6 Feb 2023
AI: is your job safe?
To see if AI has the ability to take my job, I put this to the test and asked ChatGPT to
write my blog
30 Jan 2023
Turning away from the glass-half-empty mentality
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
