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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.

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Latest Insights

Japan Equities Outlook: What Can Tuna Auctions Tell Us About Future Market Trends?

Jan 20, 2021

Junichi Inoue, Head of Japanese Equities, discusses why the Japanese stock market performed well last year despite its cyclicality and shares his outlook for a recovery in 2021.

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China: What Can Investors Expect in the Year of the Metal Ox?

Jan 13, 2021

China equities manager May Ling Wee highlights the key opportunities and risks facing the asset class in 2021.

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Multi-Asset Outlook 2021: All Change

Jan 8, 2021

News of game-changing vaccines in late 2020 heralded a dramatic shift in expectations for markets and the economy in 2021. Paul O’Connor considers the rationale behind this optimism.

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Mental Health Habits to Cultivate and Share

Jan 5, 2021

The importance of prioritizing mental well-being as we continue to cope with the isolation of the pandemic.

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A Step Closer to a Digital Future

Jan 5, 2021

Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.

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U.S. Small-Cap Value Equities: Optimism, Caution and a Focus on Quality

Jan 4, 2021

Perkins Portfolio Manager Justin Tugman makes the case for optimism, caution and the potential for the reemergence of quality in U.S. small-cap value equities.

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The Speed of Change in Emerging Markets Is Unknown but the Direction Is Not

Dec 18, 2020

Daniel Graña argues that country analysis should remain a key focus for emerging market investors given the implications from COVID-19 and a less supportive international trade environment.

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Inflation: Is This the Real Thing? Is This Just Fantasy?

Dec 17, 2020

Why an expected and predictable cyclical reflation should not be confused with a longer-term structural breakout of inflation.

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What’s Next for U.S. Large-Cap Growth Equities?

Dec 17, 2020

Portfolio Manager Doug Rao explains the current dynamic in large-cap growth equities and evaluates the outlook moving forward.

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