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

ISG Insight: Markets versus policymakers – who’s in charge?

Nov 23, 2021

Markets have brought forward tightening expectations, but central banks are sticking to the ‘transitory inflation’ line – for now. Our latest ISG Insight considers who has the better handle on the economic outlook?

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Schommer video still

Versatility key in navigating new recovery challenges

Nov 23, 2021

Investor versatility will be key as the economic recovery faces a fresh set of challenges.

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It’s complicated

Oct 26, 2021

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.

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The semiconductor shortage: why more than tech investors should care

Oct 14, 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

Sep 30, 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 7, 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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Growth in the next phase of recovery

Aug 19, 2021

While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.

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