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

Credit market’s brave new world

Jun 17, 2021

Can corporate bond markets sustain their improved trajectory as support measures are lifted?

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Unique Recovery

A unique recovery: the handoffs commence

Jun 9, 2021

Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks

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consumer revenge

Consumer revenge – the next stage of the recovery in Europe

Jun 9, 2021

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

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Coronavirus: update on the potential impact on income-generating funds

May 24, 2021

The effects of coronavirus are still being felt globally, yet vaccine rollout programmes are allowing progress to be made in reopening economies. This spring update covers the latest developments within the economy and our broad take on income expectations. Vaccination programmes are allowing economies to reopen, which has fuelled optimism within asset markets that economic

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Secular Tech Themes Still Intact

May 23, 2021

Powerful secular themes are still the main driver to long-term tech earnings growth.

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Making sense of COVID-19 vaccine IP waivers

May 23, 2021

Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

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Health care’s innovation shifts into high gear

Mar 23, 2021

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

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Emerging market equities: same storm, different boats

Mar 11, 2021

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

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