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

COVID-19: Understanding the science & investment implications (Part 5)

May 18, 2020

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

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Global equity market neutral: tools of the trade

May 15, 2020

The coronavirus pandemic has challenged many accepted paradigms within the investment world. In this article Steve Johnstone, Portfolio Manager, outlines some of the tools that a flexible global equity market neutral strategy can deploy to try and generate performance in all market environments.

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Gordon Mackay | Janus Henderson Investors

Global equities: a focus on high quality, resilient businesses

May 6, 2020

Given the COVID-19 pandemic, Portfolio Manager Gordon Mackay provides an update on the Global Equity Strategy, which seeks to invest in a portfolio of high quality, growing companies that have the resilience to weather unforeseen events.

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Daniel Lyons, Ph.D., CFA | Janus Henderson Investors

COVID-19: Understanding the science & investment implications (Part 4)

May 5, 2020

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

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Ashwin Alankar, Ph.D. | Janus Henderson Investors

Tell Tail Signs Q2 2020 – The Post-Crisis Recovery: V or a W?

May 5, 2020

Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class.

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Finding value in the Covid-19 crisis — a secured loans view

May 4, 2020

Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team, examines developments in the leveraged finance markets since the extent of the Covid-19 crisis became apparent in March.

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Trading bonds during a time of ferocity and velocity

May 4, 2020

Neil Rayner, Head of US Fixed Income Trading, discusses bond liquidity and the challenge of trading in illiquid markets as the COVID-19 coronavirus spreads.

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Rich Carney, CFA | Janus Henderson Investors

COVID-19: Understanding the science & investment implications (Part 3)

Apr 30, 2020

A new video series from our healthcare team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

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Oil crisis sparks market consolidation

Apr 22, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for equities and other risk assets, as negative oil prices put the brakes on the recent v-shaped market recovery.

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