Markets Look Fairly Balanced: Janus Henderson's Maris

The video discusses the challenges faced by equity markets in 2022, including geopolitical tensions, energy costs, and inflation. It explores the potential easing of these headwinds in 2023, with a focus on central bank policies and market conditions. The discussion also covers the difficulty of predicting market entry points, the current market balance, and the impact of earnings estimates and recessionary environments on future returns.

What challenges do earnings estimates face according to the speaker?

What is the speaker's outlook on generating strong returns in the future?