Janus Henderson’s investment teams weigh in on the themes that could dominate markets in the months ahead and the potential impact to investors.
In public, industrial and consumer sectors, increasing adoption of smart, connected devices will be a transformative force for the global economy, says Denny Fish.
In the disruption game, innovation and speed determine who benefits and who is at risk. Watch Portfolio Manager Marc Pinto discuss this fast-moving trend.
Global Life Sciences Co-Portfolio Manager Ethan Lovell discusses how faster, more accurate diagnoses followed by targeted therapies are transforming the way we tackle cancer treatment, leading to better clinical outcomes while reducing inefficiency in health care delivery.
Continuous Glucose Monitors and insulin pumps allow diabetics to avoid peaks and troughs in their blood sugar, substantially improving health care options.
Gene therapy offers hope to people with rare genetic disorders that lack a cure or treatment, says Global Life Sciences Co-Portfolio Manager Andy Acker.
Subscription-based models that have disrupted the enterprise software market still have a long runway for growth, says Denny Fish.
Tech may be in for a bout of volatility as some big names move to a new industry sector, says Global Technology strategy co-portfolio manager Denny Fish.
Members of our U.S.-based equities team discuss the rationale behind tech giants moving into media’s traditional realm of content creation and distribution.
In the digital era, old-economy thinking about owning the customer must evolve, Portfolio Manager Brad Slingerlend reports to MarketWatch.
Disruption is creating compelling investment opportunities for those who know where to look. Learn how to harness the power of disruption in your portfolio.
Advances in sensor, data analytics and mobile technologies are widening the range of capabilities and extending the commercial possibilities of drones.
Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, discusses how these interlinked themes are penetrating every sector of the economy.