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

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

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.

Global warning: the case for low carbon investing, today
Mega Trends

Global warning: the case for low carbon investing, today

Hamish Chamberlayne, investment manager for Janus Henderson’s global sustainable equity strategy, explains why climate change remains the biggest investment issue of our lifetime.

AI: from science fiction to an attractive investment theme
Mega Trends

AI: from science fiction to an attractive investment theme

Advances in computing power, the volume of data available and the speed and falling cost of data analysis have propelled artificial intelligence (AI) to the next paradigm shift in technology. Alison Porter, Richard Clode and Graeme Clark, portfolio managers in Henderson’s Global Technology Team, discuss this investment theme, its strong potential and where they believe the best opportunities lie.

Tesla’s giant awakens

Tesla’s giant awakens

Hamish Chamberlayne, portfolio manager for Henderson’s global sustainable equity strategy, provides an update on Tesla as its Gigafactory begins battery cell production. He explains how Tesla’s ambitions for a low carbon revolution extend beyond electrifying the automotive industry.

Rise of robotics
Mega Trends Global

Rise of robotics

​​Over the past five years there has been an increasing number of bold pronouncements around what many are labelling the fourth industrial revolution. Wherever you look commentators are heralding the advancement of robotics as a real and present threat to the workforce. Arjun Bhandri, Analyst within the Strategic Fixed Income team looks at the rising trend in robotics and the implications for humans, as well as the global economy.

Creative disruption: a shifting investment backdrop
Mega Trends Global

Creative disruption: a shifting investment backdrop

Arjun Bhandari, Analyst within Henderson’s Strategic Fixed Income Team, looks at several disruptive trends in the economy and how their interaction may be contributing to the current low growth, low inflation environment.

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Impact investing: doing well, doing good

​Nick Anderson and Hamish Chamberlayne, co-managers of Henderson’s global equity sustainable investment strategy, discuss the rise of impact investing and why it could be a fundamental force for positive change.