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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.

Latest Insights

Can the market’s immunity last?

Aug 5, 2020

With economic momentum and corporate bond market strength waning, we more closely examine the outlook for corporate credit.

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Fed update: Stealth yield curve control?

Aug 3, 2020

Nick Maroutsos comments on how the Fed, in sticking to its script of accommodative policy, has let financial markets know that it means business in supporting the economy.

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Hamish Chamberlayne, CFA | Janus Henderson Investors

Global Sustainable Equity: news and opportunities (July 2020)

Jul 28, 2020

Hamish Chamberlayne, Head of Global Sustainable Equities, explores the most recent developments in the world of sustainability as we begin to emerge from the COVID crisis and discusses how the fund has performed in light of this.

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A More Stable Outlook for the European High-Yield Market

Jul 28, 2020

The outlook for the European high-yield market and why we expect it to be relatively stable in the months ahead.

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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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Investing sustainably through the COVID crisis

Jul 17, 2020

Hamish Chamberlayne, Head of Global Sustainable Equities, explains how the Global Sustainable Equity Strategy has fared through the COVID crisis so far and discusses how they have navigated the recent market rotation from growth to value factors.

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COVID-19: Implications of Rising Case Numbers in the US

Jul 16, 2020

COVID-19 cases are mounting in the U.S. But the dynamics of the outbreak are also changing, with important implications for the next phase of the pandemic.

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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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