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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

From Bond Glut to Bond Drought: A Strategic Fixed Income View

Jul 28, 2020

Why the second half of 2020 could see lower net issuance in corporate bond markets following the dizzying volume of new bond issues in the first half.

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A More Stable Outlook for the European High-Yield Market

Jul 23, 2020

The outlook for the European high-yield market and why we expect it to be relatively stable in the months ahead.

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A Historic Day for Europe

Jul 21, 2020

Insights on the European Union’s landmark coronavirus recovery package, agreed to after four days and four nights of negotiations.

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Investors Perhaps Too Enthusiastic About Future Fiscal Stimulus

Jul 16, 2020

Why we believe a disappointing fiscal response could shatter market expectations – and with them, this historic equities rally.

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Awaiting a Return to Rationality in SMID-Cap Growth

Jul 15, 2020

Observing recent trends in the small- and mid-cap space, where money-losing companies have consistently outperformed profitable businesses.

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COVID-19: Implications of Rising Case Numbers in the U.S.

Jul 13, 2020

COVID-19 cases are mounting in the U.S. But the dynamics of the outbreak are also changing, with important implications for the next phase of the pandemic.

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Keep the Seat Belts Fastened

Jul 8, 2020

Gauging the potential for a sustained cross-asset recovery as the world adapts to a new paradigm where COVID-19 remains a persistent risk factor.

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Breaking the Link: GDP Declines and Default Rates

Jun 29, 2020

Why we believe corporate default rates may end up being relatively low despite the pandemic-induced economic shock.

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