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

Prepare for a dispersion of outcomes for Emerging Markets post COVID-19

Apr 21, 2020

Daniel Graña and Matthew Culley from the Emerging Market Equity Team explain the importance of examining each emerging country individually to determine how they are likely to weather the COVID-19 storm, and why some of these countries are likely on the cusp of a transition toward more value-added growth drivers.

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Headshot Simon Ward

Janus Henderson Macroeconomic Update

Apr 21, 2020

Listen to Simon Ward, Economic Adviser at Janus Henderson Investors, share his perspectives on how the COVID-19 pandemic has impacted financial markets and give his view on the current macro environment.

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COVID-19: Understanding the science & investment implications (Part 2)

Apr 20, 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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COVID-19: understanding the science & investment implications (Part 1)

Apr 15, 2020

The first of a video series on the scientific and investment implications of the coronavirus pandemic, with Global Life Sciences Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas.

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Welcome to the new Fed

Apr 14, 2020

Global Head of Fixed Income Jim Cielinski and Head of US Fixed Income Greg Wilensky outline why new policy actions make it clear that the US Federal Reserve has entered new territory in its commitment to supporting financial markets.

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Managing liquidity within fixed income – your questions answered

Apr 8, 2020

Jim Cielinski, Global Head of Fixed Income, answers some of the common questions we have received about liquidity within fixed income markets and how we have approached trading and portfolio positioning.

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COVID-19: outlook for dividends in 2020

Apr 7, 2020

Ben Lofthouse, Head of Global Equity Income, and Jane Shoemake, Investment Director, assess the outlook for global dividends given the wide-reaching implications from the COVID-19 pandemic.

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Macro Outlook: 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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