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.

Read more about Janus Henderson's business continuity planning.

Latest Insights

talking panel on delta variant

Understanding the impact of delta

Sep 7, 2021

In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.

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Growth in the next phase of recovery

Aug 19, 2021

While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.

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Rising interest rates, inflationary regimes and CTA returns

Jun 25, 2021

Diversified alternatives portfolio managers Andrew Kaleel, Mathew Kaleel and Maya Perone discuss the impact of rising rates on traditional asset classes and trend-following strategies.

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Growth? Value? Just fundamentals please…

Jun 22, 2021

Portfolio manager Steve Johnstone looks at the dominance of thematic market factors in determining market movements since the start of the pandemic, considering what the return of idiosyncratic risk in 2021 might mean for investors.

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Absolute return: is it time for a new path?

Jun 17, 2021

Portfolio Manager Luke Newman considers the role that absolute return can play in improving diversification for investors concerned about equity/bond risk in the post-pandemic era.

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consumer revenge

Consumer revenge – the next stage of the recovery in Europe

Jun 9, 2021

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

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Vaccines prove their worth for global health care

Jun 2, 2021

In places where vaccination rates are rising, COVID-19 cases are dropping dramatically. What that means for ending the pandemic and health care long term.

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Deploying the Relaxation Response

Peak sentiment, peak growth, peak policy

May 27, 2021

Paul O’Connor, Head of the UK-based Multi Asset Team, considers the prospects for markets as the global recovery gathers momentum and economies begin to reopen.

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Secular Tech Themes Still Intact

May 23, 2021

Powerful secular themes are still the main driver to long-term tech earnings growth.

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