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

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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Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Sep 3, 2021

While near-term risks exist, the trajectory of emerging markets remains on stable footing

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The Importance of Diversifying U.S. Equities Through an Uneven Recovery

Sep 2, 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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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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Rising interest rates, inflationary regimes and CTA returns

Jun 25, 2021

Diversified alternatives portfolio managers Andrew Kaleel, Mathew Kaleel and Maya Perone discuss the impact of rising rates on traditional asset classes and trend-following strategies.

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Growth? Value? Just fundamentals please…

Jun 22, 2021

Portfolio manager Steve Johnstone looks at the dominance of thematic market factors in determining market movements since the start of the pandemic, considering what the return of idiosyncratic risk in 2021 might mean for investors.

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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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