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

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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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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consumer revenge

Consumer revenge – the next stage of the recovery in Europe

Jun 9, 2021

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

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Making sense of COVID-19 vaccine IP waivers

May 23, 2021

Why US support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

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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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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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