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

Health care’s innovation shifts into high gear

Mar 23, 2021

Portfolio Manager Andy Acker explores the unprecedented number of medical breakthroughs occurring in health care and what it means for the sector.

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ISG Insight – Bond market riot: Rates are rising but is it sustainable?

Mar 17, 2021

What began as a gradual climb in nominal yields from the summer accelerated in February. Moves of this speed are rare, so we dedicated an ISG meeting to ask why global yield curves have steepened so quickly and what the implications are for fixed income asset allocation.

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Emerging market equities: same storm, different boats

Mar 11, 2021

The COVID-19 pandemic has likely exposed both the winners and pretenders in emerging markets, explains Daniel Graña.

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COVID variants: The impact on pandemic trajectory & biopharma stocks

Feb 8, 2021

Making sense of the latest developments around COVID-19 variants and what investors should consider now.

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A step closer to a digital future

Jan 6, 2021

Portfolio manager Denny Fish explains how this past year brought the global economy closer to a digital future.

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Credit light cuts through the income darkness

Dec 7, 2020

Jenna Barnard and John Pattullo explain how credit markets navigated COVID with relative ease and why corporate bonds remain in the sweet spot for 2021.

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Sustainable equities: the future is green and digital

Dec 2, 2020

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.

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ISG Insight: a mostly benign outlook for US inflation

Nov 17, 2020

The stabilisation of US economic growth amid unprecedented fiscal and monetary stimulus has raised questions about the likelihood of inflation returning. Jim Cielinski, Global Head of Fixed Income, and Andrew Mulliner, Head of Global Aggregate Strategies, both members of the Fixed Income Investment Strategy Group (ISG)*, explain why they do not see significant risks of sustained higher inflation materialising in the next few years, though caution that short-term spikes are possible and investors should evaluate the diversity that their fixed income portfolios provide.

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COVID-19 vaccine beats expectations

Nov 13, 2020

How a novel vaccine candidate from Pfizer and BioNTech could shape the trajectory of the global pandemic.

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