There has been a meaningful shift in
investors’ interest rate expectations

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At times great companies might not be great investments

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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

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

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

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

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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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