Stay on the right side of disruption

Disruption is rippling through the global economy at a rapid pace. Such dramatic change is being felt across industries and geographies, and potentially shaping the long-term performance of investors’ portfolios. At Janus Henderson, we use fundamental analysis in an effort to identify new investment opportunities and stay on the right side of disruption.

Three major trends behind disruption

We believe three megatrends are helping transform the global economy and creating new investment opportunities:

The technological revolution is driving the new digital economy

Advanced technologies are leading to dramatic changes in the global economy and are creating a multitude of opportunities for investors.

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Ageing and growing populations are reshaping society

Population ageing is poised to become one of the most significant social transformations of the twenty-first century, with profound implications for the goods and services offered today across all sectors of society.

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Climate change and resource constraints

Climate change and resource constraints are two of the greatest environmental challenges the world has ever faced.

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Harness the power of disruption in your portfolio

By focusing on companies and industries that stand to benefit from disruptive forces, we think it is possible to harness the innovation that is transforming the global economy.

Horizon Global Sustainable Equity Fund

A global equity strategy employing an integrated approach to sustainable and responsible investment (SRI).

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Horizon Global Technology Leaders Fund

Aims to generate long-term capital growth through investment in a globally diversified portfolio of technology-related companies

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Global Life Sciences Fund

By understanding the science and business of health care, the strategy invests in companies addressing unmet medical needs or improving health care efficiencies

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An investment approach driven by bold thinking

We believe in confronting uncertainty head-on – not merely reacting to change but finding opportunity in it. Explore recent articles connected to the theme from our featured investment teams.

Hamish Chamberlayne, CFA | Janus Henderson Investors

Global Sustainable Equity: weathering the storm

Hamish Chamberlayne, Portfolio Manager on the Global Sustainable Equity strategy, discusses the current coronavirus-related market uncertainty and how a sustainable approach can help to weather the storm.

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Technology stocks’ financial strength is key to weathering the coronavirus storm

Alison Porter, Graeme Clark and Richard Clode from Janus Henderson’s Global Technology Team explain why the tech sector looks well positioned to brave the coronavirus-induced uncertainty and highlight how as active managers they are maintaining a laser-like focus on companies’ financial strength.

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Innovation and healthcare amid COVID-19

Portfolio Manager Andy Acker discusses how advances in healthcare have come into focus during the coronavirus pandemic and what that could mean for the sector long term.

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