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.

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Latest Insights

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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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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Fed Watch: the Fed’s third emergency meeting

Mar 24, 2020

Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s (Fed) latest efforts to ease financial conditions and why he believes the outlook for financial markets now depends on fiscal policy.

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Navigating volatility in fast-evolving markets

Mar 23, 2020

As the coronavirus-induced economic dislocation becomes more profound, Nick Maroutsos, Co-Head of Global Bonds, discusses positioning within the Absolute Return Income Strategy.

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Viral panic – what is the endgame?

Mar 17, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, discusses the purge of risk appetite across the investment world as the coronavirus spreads, considering the range of potential government measures, and the quiet progress being made on containment.

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Federal Reserve forcefully reenters markets

Mar 16, 2020

Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s recent efforts to ease financial conditions and why he believes uncertainty will continue to be a headwind for markets.

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Illiquid markets seek targeted policy response

Mar 16, 2020

Ashwin Alankar, Head of Global Asset Allocation, says the market sell-off has increased illiquidity in financial markets and that a targeted policy response is needed to stave off the potential for small business defaults, which would greatly weigh on economic growth. However, options markets now signal more reward than risk in equities.

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High yield bonds: dealing with volatile markets

Mar 13, 2020

Tom Ross, credit portfolio manager, comments on the crisis gripping markets and how the Corporate Credit team is responding in terms of positioning within the Global High Yield and Euro High Yield strategies.

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