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

Turning away from the glass-half-empty mentality
It seems, inflation has likely peaked and is expected to fall materially this year

Well, that wasn’t expected…
Risk is integral to investing; it is ultimately what determines returns

Monthly viewpoint – December 2022
Inflation, monetary policy tightening, supply chain disruption, fears of recession, remain the dominant themes as we enter 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.

What were you thinking?
A valuation discipline is designed to place
the odds in your favour

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%

A turning point for UK mid-caps
Fearful investors heading for the exit have crushed valuations this year by driving down share prices

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