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

So… what about inflation?

Jul 6, 2020

John Pattullo, Co-Head of Strategic Fixed Income, shares his views on the most frequently asked question by clients these days: “what about inflation?”

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Breaking the link: GDP declines and default rates

Jul 3, 2020

Jenna Barnard and Nicholas Ware, Portfolio Managers in the Strategic Fixed Income Team, muse over how low corporate default rates may prove to be despite the pandemic-induced economic shock.

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COVID-19; our performance, positioning and trading activity

Apr 9, 2020

There are some events whose importance far outweighs their financial market ramifications. This is one of those events and our thoughts are with all of our clients, their families and friends in this difficult environment. Given the huge market sell off and unprecedented speed at which it has happened, we wanted to share what we

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COVID-19: outlook for dividends in 2020

Apr 2, 2020

Ben Lofthouse, Fund Manager for Henderson International Income Trust, 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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pie chart diversification

Income diversification in the time of coronavirus

Mar 7, 2020

Laura Foll, Co-Fund Manager of Lowland Investment Company, 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 2, 2020

Mike Kerley, Fund Manager for Henderson Far East Income, shares his views on the latest developments in Asia and discusses the investment implications from an income point of view.

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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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