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
28 Nov 2022
Has gold lost its shine?
Historically, gold has proven its ability
to preserve its purchasing power when compared to fiat money as it cannot
be devalued by central banks
21 Nov 2022
The World Cup effect
If the S&P 500 declines over the next month you can be confident that the
subconscious actions of billions of heartbroken football fans will be
partly to blame
14 Nov 2022
Temperature Check
The Euro-zone looks like it is in for a tough time, made only slightly easier by
the healthy state of household balance
sheets
10 Nov 2022
Monthly viewpoint – October 2022
… the peak of inflation is now within sight, albeit with considerable uncertainty around further policy tightening required to bring it sustainably to target levels of around
2%
7 Nov 2022
Yet another update on China
China is facing a different set of issues that
still have global consequences
