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?

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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?

Creative disruption: a shifting investment backdrop | Janus Henderson Investors

Creative disruption: a shifting investment backdrop

June 29, 2016

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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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?

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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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?

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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