For qualified investors in Chile

Balancing Act: how will growth and inflation risks impact asset classes in the months ahead?

WEBCAST:

George P. Maris, CFA

George P. Maris, CFA

Head of Equities – Americas | Portfolio Manager


Jim Cielinski, CFA

Jim Cielinski, CFA

Global Head of Fixed Income


Alex Crooke

Alex Crooke

Head of Equities – EMEA and Asia Pacific | Portfolio Manager


Adam Hetts, CFA

Adam Hetts, CFA

Global Head of Portfolio Construction and Strategy


5 May 2022
40 minute watch

Key takeaways:

  • As the market and economic environments continue to shift, it may be time for investors to switch from defense to offense in parts of fixed income
  • The U.S. does not have exclusive rights to innovation – European companies are at the leading edge in areas such as renewables and electrification
  • Goods inflation is yesterday’s news – services inflation is the area to watch

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

 

Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

 

The information in this article does not qualify as an investment recommendation.

 

Marketing Communication.

 

Glossary

 

 

 

George P. Maris, CFA

George P. Maris, CFA

Head of Equities – Americas | Portfolio Manager


Jim Cielinski, CFA

Jim Cielinski, CFA

Global Head of Fixed Income


Alex Crooke

Alex Crooke

Head of Equities – EMEA and Asia Pacific | Portfolio Manager


Adam Hetts, CFA

Adam Hetts, CFA

Global Head of Portfolio Construction and Strategy


5 May 2022
40 minute watch

Key takeaways:

  • As the market and economic environments continue to shift, it may be time for investors to switch from defense to offense in parts of fixed income
  • The U.S. does not have exclusive rights to innovation – European companies are at the leading edge in areas such as renewables and electrification
  • Goods inflation is yesterday’s news – services inflation is the area to watch