Richard Clode, portfolio manager in the UK-based Janus Henderson Global Technology Team, discusses the concept of innovation, its importance in the team’s investment decisions and where the most attractive opportunities currently are.
Serial disruptors like Amazon are shaping the economic transformation that is taking place before us. John Pattullo, co-fund manager of Henderson Diversified Income Trust, explains how investors can be on the right side of change.
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.
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.
Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.