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

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.

Read More

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.

Read More

Credit market’s brave new world

Jun 17, 2021

Can corporate bond markets sustain their improved trajectory as support measures are lifted?

Read More
Unique Recovery

A unique recovery: the handoffs commence

Jun 9, 2021

Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks

Read More
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.

Read More

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.

Read More
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.

Read More

Secular Tech Themes Still Intact

May 23, 2021

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

Read More

Making sense of COVID-19 vaccine IP waivers

May 23, 2021

Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

Read More