Latest Insights
Subscribe for relevant insights delivered straight to your inbox
Tech stocks: looking for secular growth, but not at any price
Global Technology Team portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss why they believe an active approach is now needed more than ever to avoid pockets of extreme tech stock valuations.
Tech revolution: is NVIDIA driving the next AI wave?
Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode discuss the recent launch of Ampere, NVIDIA’s latest graphics accelerator, which looks set to be a gamechanger for the development of cloud computing, artificial intelligence and gaming graphics.
The ‘Cold War of Technology’: new Huawei restrictions
Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode provide their views on the latest US restrictions imposed on Huawei and the ramifications for the company’s largest customers and the wider semiconductor industry.
Technology for good: supporting the fight against COVID-19
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.
ESG: technology for good
Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.
Technology stocks’ financial strength is key to weathering the coronavirus storm
Alison Porter, Graeme Clark and Richard Clode from Janus Henderson’s Global Technology Team explain why the tech sector looks well positioned to brave the coronavirus-induced uncertainty and highlight how as active managers they are maintaining a laser-like focus on companies’ financial strength.
Global tech: actively managing the coronavirus impact
Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team assess the impact of the coronavirus on tech companies and shares their near-term views for the sector, as well as portfolio implications.
Will tech earnings strengthen in 2020?
Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team, review the sector’s performance year to date, and provide their views on what is in store for tech investors in the year ahead, including key risks and opportunities.
Sustainable equities in 2020 and beyond
Hamish Chamberlayne, Head of Global Sustainable Equity and Portfolio Manager, sees good reason to remain optimistic in 2020 and beyond amid an economy that is nearing the end of its cycle by focusing on companies whose business models benefit the development of a sustainable global economy.
Chinese equities: investing in innovation (EMEA)
Charlie Awdry, China portfolio manager, provides his views on how China’s rapid technology innovation is creating opportunities to invest in the country’s growing companies and industries.
Powerplay: geopolitical manoeuvres and their corporate impact
Geopolitical risk continues to be top of mind for investors, particularly the shifting global balance of power from west to east as showcased by the escalating trade friction between China and the US. Charlie Awdry, China equities portfolio manager and Richard Clode, Global Technology portfolio manager, provide candid views on this evolving issue and its significance on how they invest.
Digital Natives Come of Age
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.