Stay on the right side of disruption
Disruption is rippling through the global economy at a rapid pace. Such dramatic change is being felt across industries and geographies, and potentially shaping the long-term performance of investors’ portfolios. At Janus Henderson, we use fundamental analysis in an effort to identify new investment opportunities and stay on the right side of disruption.
Three major trends behind disruption
We believe three megatrends are helping transform the global economy and creating new investment opportunities:
Advanced technologies are leading to dramatic changes in the global economy and are creating a multitude of opportunities for investors.Read more
Population ageing is poised to become one of the most significant social transformations of the twenty-first century, with profound implications for the goods and services offered today across all sectors of society.Read more
Harness the power of disruption in your portfolio
By focusing on companies and industries that stand to benefit from disruptive forces, we think it is possible to harness the innovation that is transforming the global economy.
An investment approach driven by bold thinking
We believe in confronting uncertainty head-on – not merely reacting to change but finding opportunity in it. Explore recent articles connected to the theme from our featured investment teams.