In this video, Richard Clode, portfolio manager within the Global Technology Team, discusses how not keeping up with innovation and new technology may be shortening the lifespan of ‘blue chip’ stocks, as well as the key reasons why technology disruption is accelerating. He also talks about the transportation revolution, a key example of how a major industry is being disrupted with consequences and opportunities for incumbent and new companies.
Note: this video was recorded at the Janus Henderson New Year Investment Conference on 11 January 2018.
These are the manager's views at the time of recording. They may not reflect the views of other managers at Janus Henderson.
Stock examples are intended for illustrative purposes only. References made to individual securities or sectors do not constitute or form any offer or solicitation to issue, sell, subscribe or purchase the security.