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

The Return of Inflation: What it Could Mean for Markets and the Economy

Nov 28, 2021

Investors should be mindful of how the future path of inflation can impact the economy, policy and financial markets.

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Versatility Key in Navigating New Recovery Challenges

Nov 17, 2021

Investor versatility will be key as the economic recovery faces a fresh set of challenges.

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Supply Chain Crisis Fuels Insatiable Demand for Warehouses

Nov 11, 2021

The global supply chain crisis is creating further tailwinds for industrial real estate, according to the Global Property Equities Team.

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China’s Three Cs: COVID, Consumption and Credit

Oct 28, 2021

How policies enacted by China’s government toward COVID-19, consumption and credit are likely to shape China’s near-term trajectory.

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Amid Growing Uncertainty, Investors Should Be Proactive

Oct 27, 2021

Inflation, slowing growth, shifts in government policy and the Delta variant have combined to make this one of the most uncertain periods in recent memory for investors.

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Multi-Asset Update: It’s Complicated

Oct 27, 2021

Considering the short-term market outlook as governments and central banks struggle to deal with a more complex tangle of macro influences.

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It’s Complicated

Oct 26, 2021

Paul O’Connor, Head of the UK-based Multi-Asset Team, considers the prospects for financial markets over the next few months, as governments and central banks struggle to deal with a more complex tangle of macro influences.

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The Semiconductor Shortage: Why More than Tech Investors Should Care

Oct 13, 2021

The current semiconductor shortage may be more pervasive and longer-lasting than many expect.

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

Oct 7, 2021

The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.

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