Knowledge Shared

Navigating Coronavirus Uncertainty

Perspectives from our investment teams on the market impact and key considerations for investors

The spread of the COVID-19 coronavirus has created uncertainty about the outlook for global economic growth and led to heightened market volatility. Our clients are our top priority, and we’re focused on minimizing downside risk without losing sight of long-term opportunities. Although the virus is unique, market shocks are not, and our investment teams are experienced in managing bouts of volatility. Here, they share their latest thinking on how the coronavirus is impacting markets and what it means for investors.

Latest Insights

Health care’s innovation shifts into high gear

Mar 23, 2021

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

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ISG Insight – Bond market riot: Rates are rising but is it sustainable?

Mar 17, 2021

What began as a gradual climb in nominal yields from the summer accelerated in February. Moves of this speed are rare, so we dedicated an ISG meeting to ask why global yield curves have steepened so quickly and what the implications are for fixed income asset allocation.

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Emerging market equities: same storm, different boats

Mar 12, 2021

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

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Global dividends prove resilient despite crisis

Mar 9, 2021

Despite the COVID-19 pandemic, global dividends fared surprisingly well in 2020, according to the latest Janus Henderson Global Dividend Index.

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2021 institutional client strategy perspectives: Known unknowns

Mar 5, 2021

Perspective on some of the major “known unknowns” confronting institutional investors as we step into 2021.

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Finding value in each other: Active collaboration in stock and bond analysis

Feb 24, 2021

Assessing the benefits of active collaboration in stock and bond analysis.

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COVID variants: The impact on pandemic trajectory & biopharma stocks

Feb 8, 2021

Making sense of the latest developments around COVID-19 variants and what investors should consider now.

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A step closer to a digital future

Jan 6, 2021

Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.

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Multi-asset outlook 2021 – all change

Jan 5, 2021

News of game-changing vaccines have heralded a dramatic change in expectations for markets and the economy in 2021. Paul O’Connor, Head of the UK-based Multi Asset Team, considers the rationale behind this optimism.

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