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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

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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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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Technology stocks’ financial strength is key to weathering the coronavirus storm

Mar 27, 2020

Alison Porter, Graeme Clark and Richard Clode from Janus Henderson’s Global Technology Team explain why the tech sector looks well positioned to brave the coronavirus-induced uncertainty and highlight how as active managers they are maintaining a laser-like focus on companies’ financial strength.

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pie chart diversification

Income diversification in the time of coronavirus

Mar 24, 2020

Laura Foll, UK income equities portfolio manager, highlights the role of diversification in an investing environment of continuing uncertainty.

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COVID-19: cautiously optimistic on Asian equities from an income perspective

Mar 17, 2020

Mike Kerley, Asian income equities portfolio manager, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.

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UK equities: diversification is paramount in uncertain times

Mar 10, 2020

Laura Foll, UK equities portfolio manager, provides an update on the market amid the coronavirus outbreak and oil supply price war, as well as what may be instore for UK income investors.

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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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Global tech: actively managing the coronavirus impact

Feb 28, 2020

Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team assess the impact of the coronavirus on tech companies and shares their near-term views for the sector, as well as portfolio implications.

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coronavirus illustration

Coronavirus: does it change the outlook for Chinese equities? UK

Feb 13, 2020

Charlie Awdry, China equities portfolio manager, shares his views on the current coronavirus outbreak, its impact and the implications for portfolio positioning.

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