THE RIGHT SIDE
OF DISRUPTION

Disruption and innovation are accelerating. We help you harness the power of change.

THE RIGHT SIDE
OF DISRUPTION

Disruption and innovation are
accelerating. We help you harness
the power of change.

COVID-19 has unleashed disruptive forces at a pace and magnitude unlike ever before, with trends such as digitization, medical advances and sustainability growing from ripples into tidal waves.

At Janus Henderson, we take the long view: Which of today’s trends are likely to endure? Which companies can build or defend competitive advantages? What new challenges need to be solved? As disruption continues, these questions can help identify not just growth, but durable growth, and guide us in our goal of delivering strong risk-adjusted returns in a highly disruptive world.

Whitepaper

Navigating The Disruptive Economy

Download our newest whitepaper to learn more about the trends reshaping the world economy, the potential impact on future earnings growth, and how our portfolio managers think about investing amid disruption.

Navigating The Disruptive Economy

Disruptive Forces

JHI_Disruption-2021_wave.png

Digitization

97% of decision-makers

say COVID-19 accelerated their company’s digital transformation

Medical Advances

228 novel drug approvals

from 2016 to 2020, up 105% from a decade ago

Internet of Things

30.9B IoT devices

expected by 2025, approximately 4 devices per person globally

Cloud Computing

US$362 billion

spending on cloud services expected by 2022, up 49% from 2019

Sustainability

Net 2M barrels/day

drop in global oil demand forecast by 2035, due to remote work and reduced air travel

AI & Machine Learning

US$15.7 trillion

potential contribution to the global economy by 2030

Source: “Covid-19 Digital Engagement Report,” Twilio, data as of August 2020; Gartner, data as of 17 November 2020;  “Global Energy Perspective 2021,” McKinsey, data as of 12 January 2021; U.S. Food and Drug Administration, data as of 31 December 2021; IoT Analytics, data as of 19 November 2020 and PwC, data as of 2017.

Hear from our investment experts as they discuss how they are thinking about today’s evolving economy. Then learn how that thinking is translated into strategies that can help you stay on the right side of disruption.

We aim to identify not just growth, but durable growth in today’s disruptive economy.

Harness the Power of Disruption in Your Portfolio

Our strategies aim to identify long-term growth opportunities amid today’s accelerating disruption, backed by decades of investment experience, in-depth research capabilities and a disciplined approach that seeks to capitalize on disruptive trends while minimizing volatility.