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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

Keep the seatbelts fastened

Jul 7, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.

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Adapting to a changing investment world

Jun 17, 2020

Seven key considerations following recent Covid-19 regulatory guidance On 15 January 2020, China and the US signed a breakthrough “Phase One” deal to halt their long-running trade war and ease one of the largest geopolitical risks facing global financial markets. At that point most asset classes looked set to continue to rise until … well,

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The big rotation

Jun 8, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, gives his thoughts on the dramatic gains across markets over the past few weeks, and considers the factors he believes need to be in place to sustain the ‘V’-shaped rally.

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Beyond the nadir

Jun 4, 2020

Just over two months has passed since markets dramatically sold off as the COVID-19 pandemic unfolded. There is much talk of the ‘new normal’ in every aspect of our lives, but what does this mean for fixed income? Nick Maroutsos, Dan Siluk and Jason England, co-managers of the Absolute Return Income strategy, answer some of the key questions.

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The coronavirus will persist and investors should adapt

Jun 1, 2020

Greg Kolb, Chief Investment Officer for Perkins Investment Management*, reviews the state of markets in the wake of the coronavirus, and discusses why he thinks investors would do well to consider the functional challenges facing certain business models, and the reasonable upside scenario for certain beaten-up areas of the market.
*Perkins Investment Management is a subsidiary of Janus Henderson.

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Andy Acker, CFA | Janus Henderson Investors

COVID-19: What will it take to reopen the economy?

Jun 1, 2020

In this latest instalment of our video series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’ fatality rate and the latest news in vaccine development.

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Secured loans update: to default, or not to default, that is the question

May 29, 2020

Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team, discusses the probability of corporate defaults in the aftermath of the Covid-19 crisis and whether the risks are priced in.

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After the Virus: A Binary World

May 27, 2020

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Global Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.

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Equity’s response to the COVID-19 pandemic: proceed with caution

May 20, 2020

Citing downward earnings revisions and bearish signals gleaned from options markets, Head of Global Asset Allocation, Ashwin Alankar expresses concern that the recent rally in risk assets ignores potential headwinds facing the US economy due to lower consumption.

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