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

Strategic Fixed Income view: disruption simply exaggerating existing structural trends

Apr 7, 2020

John Pattullo, Co-Head of Strategic Fixed Income, provides a brief update on the team’s current thoughts on the markets and the opportunities they see going forward, while explaining the reasons for their optimism.

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Credit over equities — coupons over dividends?

Apr 3, 2020

Jenna Barnard, and Nicholas Ware, members of the Strategic Fixed Income Team, share their views on the recent bout of market activity, with large companies accessing the capital markets and the stream of dividend cut announcements in Europe.

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ISG Insight: Too far, too fast – Is it time to add credit?

Apr 1, 2020

At its recent meeting in March the Investment Strategy Group (ISG) discussed the sell-off in asset markets and the implications for credit.

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Liquidity crisis begins to heal — Strategic Fixed Income view

Apr 1, 2020

The coronavirus crisis continues to impact economies and markets but the liquidity crisis is seemingly beginning to heal. Jenna Barnard, Co-Head of Strategic Fixed Income, shares her views on the latest developments and explains why the team favour investment grade bonds now and how they are less bullish on government bonds going forward.

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Denny Fish | Janus Henderson Investors

The coronavirus is reshaping the landscape and the adoption of technology

Apr 1, 2020

Denny Fish, portfolio manager in the Global Technology & Innovation Team, discusses how the team is navigating the coronavirus pandemic and why this period may have long-lasting positive implications for the sector.

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Ben Lofthouse, CFA | Janus Henderson Investors

What now for global equity income investors?

Mar 26, 2020

Ben Lofthouse, Head of Global Equity Income, believes that despite the difficulty in providing a short-term outlook due to the unprecedented nature of this tragic coronavirus pandemic, investors are likely to see long-term opportunities from current equity market yields and valuations.

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Same but different: high yield investing amid the crisis

Mar 26, 2020

Speaking directly from home, Tom Ross, Credit Portfolio Manager, explains how in an unprecedented crisis they are remaining true to their process within high yield investing but recognise that some things need to be done differently.

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Staying active through uncertainty

Mar 25, 2020

Portfolio Manager Marc Pinto discusses the importance of staying active to navigate the downturn and position for an eventual recovery.

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Fed Watch: the Fed’s third emergency meeting (English)

Mar 24, 2020

Co-Head of Global Bonds Nick Maroutsos discusses the US Federal Reserve’s (Fed) latest efforts to ease financial conditions and why he believes the outlook for financial markets now depends on fiscal policy.

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