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

Tim Winstone, CFA | Janus Henderson Investors

European investment grade credit – tackling the market volatility

Mar 13, 2020

Tim Winstone, credit portfolio manager, comments on the crisis gripping markets and how the Corporate Credit team is responding in terms of positioning within the European Investment Grade Credit strategy.

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Coronavirus update from the Strategic Fixed Income Team

Mar 12, 2020

The spread of the coronavirus across the globe and the oil price war have served to highlight the fragility of the global markets and rattled investors. As concerns for the global supply chains and the health of economies grow, Jenna Barnard, Co-Head of the Strategic Fixed Income Team, shares her views, explaining the steps taken in the team’s portfolios that seek to mitigate the risks.

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Unconventional Monetary Policy in Australia: Not If, but When

Mar 6, 2020

Dan Siluk explains why a slowing economy and limited ability to lower interest rates may force the RBA to resort to unconventional monetary policy.

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US Fed’s emergency rate cut not a cure for volatility

Mar 4, 2020

The US Federal Reserve’s surprise rate cut reflects the increasing uncertainty the US economy and investors currently face. Jim Cielinski, Global Head of Fixed Income, provides his views on what the highly unusual move means for markets and why he believes investors should remain cautious.

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Coronavirus uncertainty likely to force Fed’s hand

Feb 26, 2020

Co-Head of Global Bonds Nick Maroutsos explains why markets reacted as they did in the face of the spreading coronavirus and why the US Federal Reserve (Fed) will ultimately have to cut rates to account for the outbreak’s economic impact.

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Markets fear a global coronavirus pandemic

Feb 26, 2020

Paul O’Connor, Head of the UK Multi-Asset Team, considers the potential impact on global economic growth as concerns grow about the spread of the COVID-19 coronavirus beyond China.

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Reflecting on coronavirus’ impact on bond markets

Feb 25, 2020

Co-Head of Global Credit Research and Portfolio Manager, John Lloyd, discusses the large moves yesterday (Monday 24 February, when the video was recorded) in many fixed income markets due to heightened coronavirus concerns and outlines the benefit of active management amid the volatility.

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Coronavirus contagion concerns

Feb 3, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the potential impact of the Wuhan Novel Coronavirus from a purely asset allocation perspective.

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