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

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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Can Corporate Cash Drive Further Market Growth?

Jun 8, 2021

Can surplus cash on corporate balance sheets provide a tailwind for market growth in 2021?

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Peak Sentiment, Peak Growth, Peak Policy

Jun 2, 2021

Considering the prospects for markets as the global recovery gathers momentum.

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Global Perspectives: The Outlook for Tech through the Economic Reopening

Jun 1, 2021

How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.

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A Clear Revival in Global Dividend Payments

May 27, 2021

Clear signs of improvement were seen in global dividend payouts in the first quarter of the year.

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Making Sense of COVID-19 Vaccine IP Waivers

May 20, 2021

Why U.S. support for waiving intellectual property protections for COVID-19 vaccines does not spell the end of biotech growth.

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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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