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

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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Not Your Traditional Cycle

Jun 21, 2021

Discussing which themes matter most as markets try to determine where we are in the economic and credit cycle.

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Credit market’s brave new world

Jun 17, 2021

Can corporate bond markets sustain their improved trajectory as support measures are lifted?

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Markets Shift Their Tone as Economies Reopen

Jun 15, 2021

Assessing the recent shift in tone in equity markets and the key themes driving volatility.

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REITs: Potential for Innovation and Growth

Jun 10, 2021

How REITs fared through the pandemic and how they are positioned as economies reopen.

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Unique Recovery

A unique recovery: the handoffs commence

Jun 9, 2021

Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks

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consumer revenge

Consumer revenge – the next stage of the recovery in Europe

Jun 9, 2021

Is pent-up consumer demand the key to unlocking value in Europe? In this article, John Bennett, Director of European Equities, considers some of the meaningful trends he believes could drive positive momentum in the region.

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