2022 long-term expected returns for capital markets Balanced return: We forecast a traditional balanced fund (60% equities / 40% bonds with a home bias) to return somewhere close to 4%, or roughly 2.0% in real terms. The lower-than-historical return can
What does this mean for our portfolios? Firstly, let’s take the situation in Ukraine following Russia’s invasion. Above all there is the human perspective, which is tragic and horrifying. But our clients also need us to examine it from an
What does sustainability mean to you? We recognise that this can be an emotive topic and it is difficult to consolidate disparate sustainability concepts into one investable package. What we can do however is be clear in our objectives, encourage
Equity Perspectives: Janus Henderson provides an active approach to equity investing. The equities platform is shaped by the belief that fundamental research is the foundation for delivering long-term, risk-adjusted returns to help clients achieve their financial goals. Independent thought and
The lead time of curve inversion to recession can be more than two years, so it’s not the best timing tool. However, what we do know with more certainty is the signaling that the economy is now firmly in the
