Balancing Act: how will growth and inflation risks impact asset classes in the months ahead?
WEBCAST:
5 May 2022
40 minute watch
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.
5 May 2022
40 minute watch
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