For financial professionals in Finland

Technology disruption and acceleration: risks and opportunities

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.

Richard Clode, CFA

Richard Clode, CFA

Portfolio Manager


16 Mar 2018

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

 

Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

 

The information in this article does not qualify as an investment recommendation.

 

Marketing Communication.

 

Glossary

 

 

 

Richard Clode, CFA

Richard Clode, CFA

Portfolio Manager


16 Mar 2018