Janus Henderson’s investment teams weigh in on the themes that could dominate markets in the months ahead and the potential impact to investors.
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.
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 Managers Brad Slingerlend and Denny Fish explain how strong fundamentals should help tech sector leaders withstand bouts of volatility.
Portfolio Manager Doug Rao shares why he believes semiconductor content in autos may grow at a double-digit rate over the next decade.
Members of our Global Technology Team discuss the rapid progress Chinese companies are making in ascending the ranks of global innovators.
See how Portfolio Manager Andy Acker and Research Analyst Dan Lyons analyze biotechnology companies on the forefront of cancer research.
Watch why our technology Portfolio Managers see events such as the launch of Overwatch League as vital to determine potential impacts of new initiatives on companies and industries.