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

Health care’s innovation shifts into high gear

Mar 23, 2021

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

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ISG Insight – Bond market riot: Rates are rising but is it sustainable?

Mar 17, 2021

What began as a gradual climb in nominal yields from the summer accelerated in February. Moves of this speed are rare, so we dedicated an ISG meeting to ask why global yield curves have steepened so quickly and what the implications are for fixed income asset allocation.

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Emerging market equities: same storm, different boats

Mar 11, 2021

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

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COVID variants: The impact on pandemic trajectory & biopharma stocks

Feb 8, 2021

Making sense of the latest developments around COVID-19 variants and what investors should consider now.

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A step closer to a digital future

Jan 6, 2021

Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.

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Optimism for a renewed focus on fundamentals in small- and mid-cap growth

Jan 5, 2021

Portfolio manager Jonathan Coleman discusses why a return to normalcy following the COVID-19 crisis could support small- and mid-cap equities and lead to a broadening of the market.

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Value rotation represents a style change for 2021

Dec 14, 2020

Portfolio Manager Luke Newman highlights the distinct challenges the pandemic posed in 2020 and considers the prospects for absolute return in the months ahead.

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Technology fuels long-term growth prospects for US manufacturing

Dec 11, 2020

While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.

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