Midway through 2016, the backdrop for investors and financial markets remains uncertain. Many of the concerns we expressed in the January Market GPS persist, and additional sources of risk have emerged. At Janus Capital Group, we recognize your challenges, but we also see the opportunities they may create.
The insights that follow are divided into three themes influencing financial markets. The possibility of the UK exiting the European Union and other disruptive geopolitical risks around the globe have captured the attention of the financial markets. Low, and in some cases negative, yields make the search for excess return in fixed income portfolios more difficult, leading investors to consider strategies untethered to traditional benchmarks.
Volatility, although disconcerting to some investors, can be productively managed through a variety of techniques. These issues serve as a reminder that investors need insights and strategies to actively look for paths through potential difficulties. We invite you to explore the thoughts of the investment professionals at Janus Capital Group and its affiliates to help identify the most effective paths to achieving your investment goals in the months ahead.
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The views presented are as of the date published. They are for information purposes only and should not be used or construed as an offer to sell, a solicitation of an offer to buy, or a recommendation for any security or market sector. No forecasts can be guaranteed. The opinions and examples are meant as an illustration of broader themes, are not an indication of trading intent, and are subject to change at any time due to changes in market or economic conditions. There is no guarantee that the information supplied is accurate, complete, or timely, nor are there any warranties with regards to the results obtained from its use. It is not intended to indicate or imply in any manner that any illustration/example mentioned is now or was ever held in any Janus portfolio, or that current or past results are indicative of future profitability or expectations. As with all investments, there are inherent risks to be considered.
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