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

Coronavirus: potential impact on income-generating funds

May 27, 2020

Dear investor, We hope the impact of the tragic COVID-19 coronavirus pandemic is as short lived as possible. Our first thoughts are that you and your loved ones remain healthy. While the coronavirus has caused major changes to many of our lives, it also has implications from an investment perspective. Coronavirus and its impact on

Read More

After the Virus: A Binary World

May 27, 2020

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

Read More

UK commercial property: signs of valuation evidence

May 21, 2020

Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, summarises the investment market, highlighting that the easing of lockdown restrictions has enabled some market transactions to progress and provide signs of valuation evidence.

Read More

Office isn’t the next retail

May 20, 2020

The Global Property Equities Team turn their attention to the office sector and the key question of how will more of us working from home impact the office market?

Read More

Technology for good: supporting the fight against COVID-19

May 13, 2020

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.

Read More

Oil crisis sparks market consolidation

Apr 24, 2020

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

Read More

Actively managing the UK Property PAIF

Apr 20, 2020

Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, explains how the investment team are proactively managing the property portfolio despite the fund being suspended for dealing.

Read More

How is China slowly emerging from the coronavirus aftermath?

Apr 15, 2020

May Ling Wee, China equities portfolio manager, provides evidence that a resumption of economic activity is underfoot in China and discusses the accelerating digitisation of the economy, as well as how both companies and the government are supporting consumers and businesses.

Read More

Coronavirus: how sustainable are dividends in Asia?

Apr 15, 2020

In this article, Mike Kerley, Asian equity income portfolio manager, shares his views on whether Asian companies will follow the recently announced dividend cuts in the US, UK and Europe. He outlines his reasons for taking a positive view on dividend sustainability in Asia, and summarises portfolio positioning amid the coronavirus uncertainty.

Read More