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

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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.

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

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

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

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Historically, gold has proven its ability
to preserve its purchasing power when compared to fiat money as it cannot
be devalued by central banks

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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

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The Euro-zone looks like it is in for a tough time, made only slightly easier by
the healthy state of household balance
sheets

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… 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%

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China is facing a different set of issues that
still have global consequences

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