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

Growth in the Next Phase of Recovery

Aug 17, 2021

While the potential for ongoing volatility exists, we remain constructive on the prospects for growth.

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Global Perspectives: The Case for REITs in the Economic Recovery

Aug 9, 2021

Beyond the economic reopening, many areas of the real estate sector are benefiting from secular trends that could drive long-term inflation-offsetting growth.

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Total Corporate Debt Soared to Record High in 2020

Jul 28, 2021

Companies took on record new debts totaling $1.3 trillion in 2020 as global profits plunged by a third.

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The Market’s Tug-of-War: Outlook for U.S. Equities

Jul 27, 2021

From the Janus Henderson Global Media Conference: Positioning portfolios for changing market conditions.

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The Reopening Trade Goes International

Jul 21, 2021

How should U.S.-based advisors be considering international stocks in their equity allocations?

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Inflation Outlook: A Celebration of Growth or Central Bank Complacency?

Jul 21, 2021

From the JHI Global Media Conference: Why we believe global concerns around inflation will subside as long as strong growth persists.

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Come on Down: Is Inflation Priced Right?

Jul 13, 2021

A discussion on the direction of inflation and some of the potential pitfalls in traditional “inflation protection” tools.

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When Forecasts Fall Short, Humility and Diversity are Key

Jun 29, 2021

On the challenges of forecasting interest rates in uncertain markets.

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Growth? Value? Just Fundamentals Please…

Jun 24, 2021

A look at the dominance of thematic market factors in determining market movements since the start of the pandemic.

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