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 Semiconductor Shortage: Why More than Tech Investors Should Care

Oct 13, 2021

The current semiconductor shortage may be more pervasive and longer-lasting than many expect.

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Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Oct 7, 2021

The ability to navigate the pandemic and harness innovation are key drivers for emerging market equities growth.

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The Return of Multiplicity

Oct 4, 2021

A discussion of several important issues confronting bond markets, including the role of sustainability in fixed income as the UN Climate Change Conference approaches.

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Innovation Addresses Industrial Recovery Challenges

Sep 28, 2021

Innovation may provide long-term solutions to evolving challenges in industrials.

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Diversifying Through an Uneven Recovery

Sep 22, 2021

Given fluctuating markets, it may be prudent to sharpen the focus on sources of risk and return within one’s portfolio.

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Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity

Sep 3, 2021

While near-term risks exist, the trajectory of emerging markets remains on stable footing

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The Importance of Diversifying U.S. Equities Through an Uneven Recovery

Sep 2, 2021

In our view, the shifting nature of the COVID economic recovery has brought into focus the potential value of owning diversifying equity assets.

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talking panel on delta variant

Understanding the Impact of Delta

Aug 30, 2021

The highly infectious variant of COVID-19 has led to rising case numbers, but we explain why a return to normalcy is still within striking distance.

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With Early-Cycle Behind Us, Securities Must Stand on Own Merits

Aug 26, 2021

Investors can no longer rely on “rising tides” lifting broad indices to deliver equity returns.

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