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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.

Read more about Janus Henderson's business continuity planning.

Latest Insights

After the Virus: A Binary World

May 27, 2020

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

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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.

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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?

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Podcast: Understanding the science and investment implications of COVID-19 (part 5)

May 13, 2020

In the fifth installment of a series on the scientific and investment implications of COVID-19, Biotech Analyst, Agustin Mohedas, discusses how efforts to develop treatments and vaccines have accelerated innovation in healthcare.

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Podcast: Understanding the science and investment implications of COVID-19 (part 4)

May 5, 2020

In this fourth installment of a series on the scientific and investment implications of COVID-19, Portfolio Manager and Research Analyst Dan Lyons explains the latest drug developments, as well as whether the US can meet its aggressive testing goals to reopen the economy.

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Podcast: Understanding the science and investment implications of COVID-19 (part 3)

Apr 30, 2020

In the third installment of a series on the scientific and investment implications of COVID-19, Health Care Analyst Rich Carney focuses on the impact of the virus within the US and explores the related developments.

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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.

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Podcast: Understanding the science and investment implications of COVID-19 (part 2)

Apr 21, 2020

In the second installment of our series on the scientific and investment implications of COVID-19, Biotech Analyst Agustin Mohedas provides insights on how biotech and pharmaceutical companies are responding to the crisis, and why continued systematic testing for the virus is crucial to the eventual reopening and recovery of the US economy.

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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.

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