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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.

Read more about Janus Henderson's business continuity planning.

Latest Insights

Fast Food Stays Healthy

Oct 23, 2020

Why the U.S. fast-food market is thriving despite the recession.

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Fixed Income Perspectives: Can the V-Shaped Recovery Last?

Oct 20, 2020

A discussion of the economic recovery and the diminishing returns on – but still pivotal role of – monetary policy.

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The End of an Era: Emerging Markets Prepare for a Post-Globalization World

Oct 15, 2020

With globalization in retreat, emerging market (EM) countries and companies will need to adapt as they continue their path to prosperity.

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Q4 Multi-Asset Outlook: Into the Fog of Uncertainty

Oct 12, 2020

What visibility is there for investors as we head into the fourth quarter of 2020 and beyond?

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Building Bond Portfolios on a Strong Housing Market

Oct 8, 2020

The U.S. housing market is thriving despite the recession. Why is this happening, and what does it mean for bond investors?

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Will the hump in defaults be a hill or a mountain?

Oct 6, 2020

Seth Meyer, Corporate Credit Portfolio Manager, and Esther Watt, Client Portfolio Manager, explore the default outlook for high yield bonds and the risks and opportunities this presents.

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Strategic Fixed Income: the predictable Japanification of US corporates

Oct 6, 2020

Jenna Barnard, Co-Head of Strategic Fixed Income, discusses how the suppression of volatility in interest rates by major central banks has spread the Japanification phenomenon to the US.

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Interpreting Market Moves Since President Trump’s Positive COVID-19 Diagnosis

Oct 5, 2020

Comments on the latest market movements in reaction to President Trump’s COVID-19 diagnosis.

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