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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

Abenomics: more arrows in the quiver?

Sep 10, 2020

In this Q&A, Junichi Inoue, Head of Japanese Equities and portfolio manager for the Japanese Opportunities Strategy, discusses the impact of Abenomics and the possibility of its continuation, as well as the implications of COVID on Japanese stocks.

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Strategic Fixed Income: Japanification — Europe first and now the US

Sep 2, 2020

John Pattullo, Co-Head of Strategic Fixed Income, explains how the suppression of volatility by the US Federal Reserve during the Covid crisis has led to the Japanification of the US corporate bond market.

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A superfluous tweak to the Fed’s mandate

Sep 1, 2020

Nick Maroutsos, Co-Head of Global Bonds, believes that despite a shift in policy, the US Federal Reserve will likely not have to worry about watching inflation climb above its target of averaging 2% over the long term.

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ISG Insight: Can the market’s immunity last?

Jul 31, 2020

Janus Henderson’s Investment Strategy Group (ISG) brings together investment professionals from our global fixed income platform and other Janus Henderson teams, providing a forum for research and debate. The ISG recently met to discuss the outlook for bond markets and concluded that economic growth is likely to remain modest in the quarters ahead.

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Colin Fleury | Janus Henderson Investors

Securitisation transactions in the Covid-19 crisis – an ABS view (part II)

Jul 29, 2020

Colin Fleury, Head of Secured Credit, London, and Denis Struc and Ian Bettney, portfolio managers within the Secured Credit Team, discuss the merits of an allocation to asset‑backed securities (ABS) within diverse multi‑sector credit portfolios.

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Hamish Chamberlayne, CFA | Janus Henderson Investors

Global Sustainable Equity: news and opportunities (July 2020)

Jul 23, 2020

Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis and discusses how the fund has performed in light of this.

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Bond glut to bond drought

Strategic Fixed Income: from bond glut to bond drought

Jul 22, 2020

Nicholas Ware, Portfolio Manager in the Strategic Fixed Income Team, explains why he believes the second half of 2020 will see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.

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An historic day for Europe

Jul 21, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.

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