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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

Multi-asset outlook (Q2 2020) – opportunity amid volatility

Apr 2, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, reviews a momentous first quarter for investment markets worldwide. He discusses the impact of the coronavirus pandemic across asset classes and covers the positive and negative indicators that are guiding his views on market prospects for the remainder of 2020.

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ISG Insight: Too far, too fast – Is it time to add credit?

Apr 1, 2020

At its recent meeting in March the Investment Strategy Group (ISG) discussed the sell-off in asset markets and the implications for credit.

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Hamish Chamberlayne, CFA | Janus Henderson Investors

Global Sustainable Equity: weathering the storm

Apr 1, 2020

Hamish Chamberlayne, Portfolio Manager on the Global Sustainable Equity strategy, discusses the current coronavirus-related market uncertainty and how a sustainable approach can help to weather the storm.

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Carmel Corbett Wellso | Janus Henderson Investors

COVID-19: Research beyond the headlines

Mar 31, 2020

Carmel Wellso, Director of Research, examines the implications of the COVID-19 pandemic on financial markets and discusses what Janus Henderson’s team of analysts from around the world are evaluating, including long-term behavioural changes.

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COVID-19 Market outlook

Mar 31, 2020

Simon Ward, our leading Economist, discusses the latest Coronavirus data, global monetary prospects and how recent developments fit in to his long term cycle framework.

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Technology stocks’ financial strength is key to weathering the coronavirus storm

Mar 26, 2020

Alison Porter, Graeme Clark and Richard Clode from Janus Henderson’s Global Technology Team explain why the tech sector looks well positioned to brave the coronavirus-induced uncertainty and highlight how as active managers they are maintaining a laser-like focus on companies’ financial strength.

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Ben Lofthouse, CFA | Janus Henderson Investors

What now for global equity income investors?

Mar 26, 2020

Ben Lofthouse, Head of Global Equity Income, believes that despite the difficulty in providing a short-term outlook due to the unprecedented nature of this tragic coronavirus pandemic, investors are likely to see long-term opportunities from current equity market yields and valuations.

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Same but different: high yield investing amid the crisis

Mar 26, 2020

Speaking directly from home, Tom Ross, Credit Portfolio Manager, explains how in an unprecedented crisis they are remaining true to their process within high yield investing but recognise that some things need to be done differently.

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Innovation and healthcare amid COVID-19

Mar 25, 2020

Portfolio Manager Andy Acker discusses how advances in healthcare have come into focus during the coronavirus pandemic and what that could mean for the sector long term.

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