Ratings

14 Oct 2022

  Janus Henderson

Janus Henderson: Research in Action: Finding resilience in the consumer sector

Consumers face a complex environment, from rising interest rates to pent-up demand. Even so, Research Analyst Josh Cummings, who leads the Consumer Sector Research Team, says U.S. households remain resilient while at the same time many companies have taken steps to improve operations and facilitate growth.

Key takeaways:

  • The pandemic upended many consumer spending patterns in the U.S. But as the economy reopens, it is becoming clearer which changes were structural and which were temporary.
  • At the same time, long-term growth trends such as e-commerce – which appeared to flag as consumers returned to physical stores – could emerge from the pandemic stronger than ever.
  • In the near term, rising interest rates and a weakening of the U.S. economy will likely be the biggest challenge for consumers, who so far have proven to be largely resilient. 

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.

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