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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

Illiquid Markets Seek Targeted Policy Response

Mar 13, 2020

Illiquidity has climbed in markets as investors worry about economic growth. But options prices now signal an improved risk/reward ratio for equities.

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Why Growth Has Outperformed Value in a Turbulent Market

Mar 12, 2020

Why growth has outperformed in the recent market sell-off and the outlook for value versus growth leadership going forward.

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Navigating Uncertainty in the Energy Sector

Mar 10, 2020

In the near term, investors may want to take a cautious approach to energy stocks as the sector grapples with both supply and demand shocks.

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Leveraging the Digital Economy to Navigate COVID-19

Mar 10, 2020

The Global Technology and Innovation Team discusses how digital business models are helping societies cope with the fast-spreading COVID-19 coronavirus.

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From Complacency to Panic: Coronavirus and Oil

Mar 9, 2020

Assessing the recent market shocks as oil prices tumble and the coronavirus continues to impact countries globally.

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Unconventional Monetary Policy in Australia: Not If, but When

Mar 6, 2020

Dan Siluk explains why a slowing economy and limited ability to lower interest rates may force the RBA to resort to unconventional monetary policy.

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Reassessing the Outlook for Global Growth

Mar 5, 2020

Although the coronavirus could slow global GDP growth in the near term and drive market volatility, we see reason to be optimistic about a rebound in 2021.

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Election Insights: Super Tuesday Split

Mar 4, 2020

With no clear Democratic front-runner after the Super Tuesday primaries, coronavirus concerns – more than election uncertainty – is likely to dominate markets.

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Fed’s Rate Cut Not a Cure for Volatility

Mar 3, 2020

The Fed’s surprise rate cut reflects the increasing uncertainty the U.S. economy and investors currently face.

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