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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: Can the market’s immunity last?

Jul 31, 2020

Janus Henderson’s Investment Strategy Group (ISG) brings together investment professionals from our global fixed income platform and other Janus Henderson teams, providing a forum for research and debate. The ISG recently met to discuss the outlook for bond markets and concluded that economic growth is likely to remain modest in the quarters ahead.

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Colin Fleury | Janus Henderson Investors

Securitisation transactions in the Covid-19 crisis – an ABS view (part II)

Jul 29, 2020

Colin Fleury, Head of Secured Credit, London, and Denis Struc and Ian Bettney, portfolio managers within the Secured Credit Team, discuss the merits of an allocation to asset‑backed securities (ABS) within diverse multi‑sector credit portfolios.

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An historic day for Europe

Jul 21, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, responds to the European Union’s landmark coronavirus recovery package, agreed after four days and four nights of negotiations.

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Whatever happened to Goldilocks?

Jul 9, 2020

David Elms, Head of Diversified Alternatives, and Steve Cain, Portfolio Manager, give a mid-year update of their market outlook, considering the impact of the COVID-19 crisis on investment markets, and outlining the potential risks and opportunities they see for alternative strategies for the remainder of 2020.

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Keep the seatbelts fastened

Jul 7, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, gauges the potential for a sustained cross-asset recovery as the world adapts to a new paradigm, one where COVID-19 remains a persistent risk factor for investors.

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The big rotation

Jun 8, 2020

Paul O’Connor, Head of the UK-based Multi-Asset Team, gives his thoughts on the dramatic gains across markets over the past few weeks, and considers the factors he believes need to be in place to sustain the ‘V’-shaped rally.

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Beyond the nadir

Jun 4, 2020

Just over two months has passed since markets dramatically sold off as the COVID-19 pandemic unfolded. There is much talk of the ‘new normal’ in every aspect of our lives, but what does this mean for fixed income? Nick Maroutsos, Dan Siluk and Jason England, co-managers of the Absolute Return Income strategy, answer some of the key questions.

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The coronavirus will persist and investors should adapt

Jun 1, 2020

Greg Kolb, Chief Investment Officer for Perkins Investment Management*, reviews the state of markets in the wake of the coronavirus, and discusses why he thinks investors would do well to consider the functional challenges facing certain business models, and the reasonable upside scenario for certain beaten-up areas of the market.
*Perkins Investment Management is a subsidiary of Janus Henderson.

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Andy Acker, CFA | Janus Henderson Investors

COVID-19: What will it take to reopen the economy?

Jun 1, 2020

In this latest instalment of our video series exploring the scientific and investment implications of COVID-19, Portfolio Manager Andy Acker and Biotech Analyst Agustin Mohedas discuss lessons learned as economies reopen, the virus’ fatality rate and the latest news in vaccine development.

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