Invest in the power of disruption

The pace of change is greater now than ever before. Disruption is being felt across industries and geographies and proving a differentiator in the long-term performance of investors’ portfolios. There are exciting opportunities but also significant risks for the 'disrupted'.

We believe it is only from a detailed understanding of industries and business models, and through rigorous research, that investors can stay on the right side of change. This content series outlines our managers’ thinking on the key disruptive themes.

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What does disruption mean to you?

Evidence of the pace
of disruption

Sequencing the Human Genome

Worldwide Enterprise Spend on 'Digital Transformation'

S&P 500 Technology Sector Earnings

Genetics-based research has accelerated, driven by a dramatic fall in sequencing costs. This has led to the creation of advanced treatment disciplines, such as immuno-oncology, gene therapy and, potentially, personalized vaccines.

Companies globally are investing heavily to keep up with the digital economy.

Tech stocks have soared in recent years. But the performance is backed by impressive earnings growth, highlighting the durability of today's transformation.

Invest in the power of disruption | Janu Henderson Investors
Invest in the power of disruption | Janu Henderson Investors
Invest in the power of disruption | Janu Henderson Investors

Four disruptive themes

Access our manager insight

We believe there are powerful themes shaping, and being shaped by, disruption. Click to read our managers’ latest thinking on each:

Technological disruption

Shifting demographics

A sustainable revolution?

New world order

Technological disruption

The rise of the digital economy is fundamentally changing how all businesses operate. A number of powerful, and investable, trends are linked to this global disruptive force. But which have the strongest potential?

The Amazonisation effect and bonds | Janus Henderson Investors

The Amazonisation effect and bonds

Dec 5, 2018

In this webcast, John Pattullo, Co-Head of Strategic Fixed Income, will share his thoughts on digital disruption, with Amazon as the leading example of how this new structural force can erode margins, put established businesses at risk and send deflationary waves across the economies. Bond fund managers need to rethink their strategies carefully to profit from this trend.

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Change is nothing new | Janus Henderson Investors

Change is nothing new

Dec 5, 2018

Businesses such as Amazon and Google are challenging more than just the digital landscape, but is this simply the latest evolution of disruption in markets?

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Keep Up! Technological disruption is accelerating | Janus Henderson Investors

Keep Up! Technological disruption is accelerating

Dec 5, 2018

Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring.

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China: the next wave of tech disruptors | Janus Henderson Investors

China: the next wave of tech disruptors

Oct 24, 2018

Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.

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Electric vehicles: driving growth in semiconductors | Janus Henderson

Electric vehicles: driving growth in semiconductors

Sep 30, 2018

Doug Rao, Co-portfolio Manager for the US Concentrated Growth Strategy, shares why he believes semiconductor content in autos could grow at a double-digit rate over the next decade.

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The haves and have nots in the game of disruption | Janus Henderson Investors

The ‘haves’ and ‘have-nots’ in the game of disruption

Sep 14, 2018

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how an uneven geographical divide in technology is melding with a world of divergent growth and interest rate outlooks

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Shifting demographics

New products and changing consumer appetites are widely evident – from millennials to retirees. Drug advances are leading to longer lives and urbanisation continues apace. What does this mean from an investment perspective?

Generational investing: the world according to generation selfie (part 1) | Janus Henderson Investors

Generational investing: the world according to generation selfie (part 1)

October 10, 2018

Dr Paul Redmond, Director of Student Life at the University of Manchester in the UK, explains the key findings of his work on ‘generational theory’ and the implications in a fast-changing world. In this, the first of a two part series, Dr Redmond explains the motivations and values of Generation Y and how these impact their behaviour as investors and consumers.

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Test tubes | Navigating the drug pricing debate | Janus henderson Investors

Navigating the drug pricing debate

August 3, 2018

When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.

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Delivery and healthcare: Amazon continues to invest in long-term opportunities | Janus Hendseron Investors

Global Life Sciences: long-term tailwinds in focus

July 5, 2018

In this outlook video, Ethan Lovell, Co-Portfolio Manager for the Janus Henderson Global Life Sciences Strategy, explains that scrutiny over drug costs has led to recent volatility in healthcare stocks. The longer-term picture, however, is very encouraging with the sector making dramatic leaps in advanced medicines such as immunotherapy, which provides potentially significant market opportunities.​

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Global Life Sciences: our approach to seeking innovators in cancer therapy | Janus Henderson Investors

Global Life Sciences: our approach to seeking innovators in cancer therapy

April 17, 2018

Follow Global Life Sciences Portfolio Manager Andy Acker and Research Analyst Dan Lyons as they visit biotechnology companies pursuing innovative platforms in which to provide new therapies for major diseases such as cancer.

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Medical moonshots- how might investors approach gene therapy stocks | Janus Henderson Investors

Medical moonshots: how might investors approach gene-therapy stocks?

September 21, 2017

Ethan Lovell, co-portfolio manager of the Janus Henderson Global Life Sciences Strategy explains why medical moonshots are successful only after many years of research. He believes that a long-term approach to investment is therefore warranted.

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John Pattullo | Janus Henderson Investors

‘Peak’ everything?

August 4, 2017

A number of disruptive trends in the economy are reshaping the investment landscape. In this video summary and article, John Pattullo, Co-Head of Strategic Fixed Income, examines the various peaks and troughs in industries, markets and the economy, which, together with demographic trends and behavioural changes, are contributing to the current low growth, low inflation environment.

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A sustainable revolution?

Are we at the tipping point where return on investment is driving companies towards cleaner business practices and green thinking? Which are the most exciting innovations and how can investment help drive, and benefit from, the change?

Ten themes for sustainable investing | Janus Henderson Investors

Ten themes for sustainable investing

December 6, 2018

Hamish Chamberlayne, Portfolio Manager with Janus Henderson’s Global SRI Team, details the ten sustainability themes – five environmental and five social – that guide the generation of the team’s investment ideas.

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Building efficiency | Janus Henderson Investors

Building efficiency

August 6, 2018

​Ainslie McLennan, Co-Manager of the Janus Henderson UK Property PAIF, discusses the importance of a sustainable approach to investing in the UK commercial property market.

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Sustainability disruption natural twins | Janus Henderson Investors

Sustainability & disruption: natural twins

August 6, 2018

Hamish Chamberlayne, Portfolio Manager of the Global Sustainable Equity Strategy, discusses how these interlinked themes are penetrating every sector of the economy

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Positive impact stocks Global Sustainable Equity

Positive impact stocks – Global Sustainable Equity

July 23, 2018

Hamish Chamberlayne, manager of the Janus Henderson Global Sustainable Equity Fund, explains his team’s approach to stock selection. This document introduces stocks favoured by the team, with an explanation of the positive environmental and/or social impact that has been identified for each company.

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Commercial property: building for future trends | Janus Henderson Investors

Commercial property: building for future trends

February 13, 2018

​Ainslie McLennan, Co-Manager of the Henderson UK Property PAIF, examines some of the future trends that are likely to shape commercial property markets in the years to come. She identifies seven trends that she believes will help shape markets and explains how these trends are factored into portfolio construction and asset management initiatives.

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Positive impact stocks Global Sustainable Equity

Dispelling the myths of sustainable investment

February 7, 2018

In this video presentation, Hamish Chamberlayne, Portfolio Manager within Janus Henderson’s Global Sustainable and Responsible Investment Team, dispels the major myths about sustainable investment. He explains how environmental and social megatrends will accelerate the transition to a low carbon economy and discusses some of the investment areas that stand to be disrupted.

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New world order

China and other developing markets are growing in different ways to some of the older developed economies. Who will be the beneficiaries of cashless economies, China’s move onto the cloud and higher internet use in emerging markets? And where are the risks?

The only thing that is constant is change | Janus Henderson Investors

‘The only thing that is constant is change’

October 25, 2018

​Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.

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The Chinese disruption paradox

October 17, 2018

Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.

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China’s pharma boom | Janus Henderson Investors

China’s pharma boom

September 7, 2018

Ethan Lovell, co-portfolio manager of Janus Henderson’s Global Life Sciences Strategy, discusses how China is becoming a fast-growing market for biopharmaceutical companies.

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Webcasts

Investing in disruption

Tuesday 25 September, 2:00 pm BST | 30 mins

The world around us is being reshaped by technology as innovative companies disrupt traditional business models and transform the way that individuals lead their lives. In this webcast, Richard Clode, portfolio manager in the Janus Henderson Global Technology Team, will cover:

  • The acceleration and growing breadth of technology disruption
  • Navigating the hype cycle to reduce volatility in technology investing
  • The importance of valuation discipline
  • Performance update and outlook