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 Defense Industry Shows Resilience

May 19, 2021

Amid political change and economic recovery, what is the outlook for the defense industry?

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Secular Tech Themes Still Intact

May 18, 2021

Powerful secular themes are still the main driver to long-term tech earnings growth.

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Disappointing Payroll Data Doesn’t Change Our Outlook

May 7, 2021

Head of U.S. Fixed Income Greg Wilensky shares his thoughts on today’s employment report and why it doesn’t change our long-term outlook.

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Other Companies Join Tech Earnings Party

May 5, 2021

Tech stocks are currently positioned to benefit from both secular and cyclical factors.

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Inflation and Property Equities: Time to Get “Real”

May 3, 2021

A discussion of the impact of rising inflation and interest rate expectations on listed real estate.

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Reflation Train: Arriving on Time

Apr 23, 2021

Dissecting the reflation narrative as we head into the spring/summer inflation surge and vaccine-driven reopenings of 2021.

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Choice Growth: Potential Opportunities from High Yield Expansion

Apr 21, 2021

Why the rise in the size of the high yield bond market is to be welcomed.

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Global Government Debt Soared in 2020 amid Fight Against COVID

Apr 20, 2021

Findings from the inaugural Janus Henderson Sovereign Debt Index, a long-term study into trends in government indebtedness around the world.

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