At times great companies might not be great investments

更多

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

更多

It seems, inflation has likely peaked and is expected to fall materially this year

更多

Heightened emotions often cloud judgement and can lead to irrational decision making

更多

Risk is integral to investing; it is ultimately what determines returns

更多

Inflation, monetary policy tightening, supply chain disruption, fears of recession, remain the dominant themes as we enter 2023

更多

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.

更多

A valuation discipline is designed to place
the odds in your favour

更多

The best returns came from emerging
markets, up 14.8% in November, driven
by an extraordinary rise in China of 30%

更多

Fearful investors heading for the exit have crushed valuations this year by driving down share prices

更多