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: 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

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.

Read More

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.

Read More

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.

Read More

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.

Read More
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.

Read More

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.

Read More
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.

Read More

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.

Read More