Global Perspectives

Investment Focus

Illumination 2020 Shining a light on investment prospect

Global Dividend Index

The first of its kind, quarterly, long-term study into global dividend trends.

Latest Insights

Subscribe for relevant insights delivered straight to your inbox

Electric vehicles: driving growth in semiconductors
Mega Trends

Electric vehicles: driving growth in semiconductors

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.

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

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

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

Global Technology: investing in innovation
Mega Trends

Global Technology: investing in innovation

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.

Structural change, disinflation and ‘Amazonisation’
Mega Trends

Structural change, disinflation and ‘Amazonisation’

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.

Rethinking sustainability in the age of disruption
Mega Trends

Rethinking sustainability in the age of disruption

How do you build a long-term investment strategy in a world where technology and politics keep changing the rules?

Sustainability & disruption: natural twins
Mega Trends

Sustainability & disruption: natural twins

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

What Knowledge. Shared means for you

At Janus Henderson, we believe in the sharing of expert insight for better investment and business decisions. 

We call this ethos Knowledge. Shared

HGI_DNA_1
Global Tech: the importance of navigating the hype cycle
Mega Trends

Global Tech: the importance of navigating the hype cycle

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.

“The King is dead, long live the King!” – real estate and technology
Mega Trends

“The King is dead, long live the King!” – real estate and technology

Tim Gibson and Guy Barnard, Co-Heads of Global Property Equities, discuss how real estate is being reinvented and rejuvenated by rapid advances in technology and how their portfolios are actively positioned to gain from these evolving trends.

Electric vehicles: driving growth in semiconductors
Mega Trends

Electric vehicles: driving growth in semiconductors

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.

Subscribe for relevant insights delivered straight to your inbox

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

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

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.

Mega Trends

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.

Exploring sustainable investment
Mega Trends

Exploring sustainable investment

Investment Conference 2018 – Hamish Chamberlyn

Hamish Chamberlayne, Portfolio Manager within Janus Henderson’s Global Sustainable and Responsible Investment Team, discusses the myths and realities of sustainable investment. He explains why he thinks environmental and social megatrends will accelerate the transition to a low carbon economy and explores some of the investment areas that stand to be disrupted.