Janus Henderson’s investment teams weigh in on the themes that could dominate markets in the months ahead and the potential impact to investors.
Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, explains his team’s approach to stock selection.
Disruption is rippling through the global economy, and the pace of change is accelerating. Change and innovation are always present, but read more to learn why today is different.
Portfolio Managers Andy Acker and Denny Fish provide unique insights into patterns of innovation and how dynamic companies are leveraging disruption to create competitive advantages and shareholder value.
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.
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.
Andy Acker, Ethan Lovell and Rich Carney of the Global Life Sciences Team discuss key trends for investors to consider as the drug pricing debate heats up.
Hamish Chamberlayne, Portfolio Manager for the Global Sustainable Equity Strategy, discusses the momentum in clean tech.
Our experts discuss the questions investors should be asking as global life expectancy continues to rise.
Portfolio Manager Doug Rao shares why he believes semiconductor content in autos may grow at a double-digit rate over the next decade.
See how Portfolio Manager Andy Acker and Research Analyst Dan Lyons analyze biotechnology companies on the forefront of cancer research.