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.

Latest Insights

The semiconductor shortage: why more than tech investors should care

Oct 15, 2021

Portfolio Manager Denny Fish and analyst Shaon Baqui posit that semiconductor producers face an uphill battle in meeting rising demand for chips as the digitization of the global economy accelerates.

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Innovation addresses industrial recovery challenges

Oct 4, 2021

In the face of mounting challenges, innovations are coming together to complement, augment ‒ and eventually replace ‒ traditional industrial processes, says Assistant Portfolio Manager David Chung.

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The Importance of Diversifying U.S. Equities Through an Uneven Recovery

Sep 23, 2021

In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.

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Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Sep 20, 2021

While near-term risks exist, the trajectory of emerging markets remains on stable footing

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talking panel on delta variant

Understanding the impact of delta

Sep 8, 2021

In the latest video from our ongoing COVID-19 series, Portfolio Manager Dan Lyons and Research Analyst Agustin Mohedas explain why, as well as how the effort to end the pandemic is impacting biopharma.

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Inflation outlook: A celebration of growth or central bank complacency?

Jul 23, 2021

From the Janus Henderson Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.

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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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Secular tech themes still intact

Jun 14, 2021

Despite the recent rotation toward cyclical stocks, Denny Fish explains why secular-growth companies should remain the main driver of tech earnings over the next several years.

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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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