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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

After the Virus: A Binary World

May 27, 2020

As the world assesses what will change after the COVID-19 pandemic, Jim Cielinski, Head of Fixed Income, introduces the questions Janus Henderson expects to be key in setting investment strategy going forward.

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Equity’s response to the COVID-19 pandemic: proceed with caution

May 20, 2020

Citing downward earnings revisions and bearish signals gleaned from options markets, Head of Global Asset Allocation, Ashwin Alankar expresses concern that the recent rally in risk assets ignores potential headwinds facing the US economy due to lower consumption.

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Understanding the science & investment implications (Part 5)

May 18, 2020

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

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Technology for good: supporting the fight against COVID-19

May 13, 2020

Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.

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Gordon Mackay | Janus Henderson Investors

Global equities: a focus on high quality, resilient businesses

May 6, 2020

Given the COVID-19 pandemic, Portfolio Manager Gordon Mackay provides an update on the Global Equity Strategy, which seeks to invest in a portfolio of high quality, growing companies that have the resilience to weather unforeseen events.

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Daniel Lyons, Ph.D., CFA | Janus Henderson Investors

COVID-19: Understanding the science & investment implications (Part 4)

May 5, 2020

A new video series from our health care team offers unique insight into the scientific and investment implications of the COVID-19 crisis.

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Ashwin Alankar, Ph.D. | Janus Henderson Investors

Tell Tail Signs Q2 2020 – The Post-Crisis Recovery: V or a W?

May 5, 2020

Janus Henderson’s US-based Multi-Asset Solutions Team present their latest Tail Risk Report, using options market prices to infer expected tail gains and losses for each asset class.

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Finding value in the Covid-19 crisis — a secured loans view

May 4, 2020

Elissa Johnson, Portfolio Manager and secured loans specialist within the Secured Credit Team, examines developments in the leveraged finance markets since the extent of the Covid-19 crisis became apparent in March.

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Trading bonds during a time of ferocity and velocity

May 4, 2020

Neil Rayner, Head of US Fixed Income Trading, discusses bond liquidity and the challenge of trading in illiquid markets as the COVID-19 coronavirus spreads.

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