In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.

Key takeaways:

  • Soon the majority of the workforce will be digital natives
  • Their shifting spending patterns will increasingly define the success or demise of companies over the next decade
  • Technology has so far outperformed by disrupting only two industries – retail and traditional media – now it is time for the rest.


Unicorn: a unicorn, in investment terms, is a startup company with a valuation of more than $1 billion.