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.
What does disruption mean to you?
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Evidence of the pace
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.
Four disruptive themes
A sustainable revolution?
New world order
In this webcast, John Pattullo, Co-Head of Strategic Fixed Income, will share his thoughts on digital disruption, with Amazon as the leading example of how this new structural force can erode margins, put established businesses at risk and send deflationary waves across the economies. Bond fund managers need to rethink their strategies carefully to profit from this trend.Read More
Converging trends are creating the perfect storm for further disruption in the technology sector. Richard Clode, Global Technology Portfolio Manager, comments on the opportunities that may lie ahead and how to avoid the potential pitfalls that the associated hype may bring.Read More
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?
Dr Paul Redmond, Director of Student Life at the University of Manchester in the UK, explains the key findings of his work on ‘generational theory’ and the implications in a fast-changing world. In this, the first of a two part series, Dr Redmond explains the motivations and values of Generation Y and how these impact their behaviour as investors and consumers.Read More
In this outlook video, Ethan Lovell, Co-Portfolio Manager for the Janus Henderson Global Life Sciences Strategy, explains that scrutiny over drug costs has led to recent volatility in healthcare stocks. The longer-term picture, however, is very encouraging with the sector making dramatic leaps in advanced medicines such as immunotherapy, which provides potentially significant market opportunities.Read More
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.Read More
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.Read More
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.Read More
A sustainable revolution?
In this video presentation, Hamish Chamberlayne, Portfolio Manager within Janus Henderson’s Global Sustainable and Responsible Investment Team, dispels the major myths about sustainable investment. He explains how environmental and social megatrends will accelerate the transition to a low carbon economy and discusses some of the investment areas that stand to be disrupted.Read More
Daniel Sullivan, Head of Janus Henderson’s Global Natural Resources Team, discusses the significance and implications of China’s crackdown on its worst polluters, which is creating attractive opportunities for many global commodity suppliers.Read More
Hamish Chamberlayne and Nick Anderson, managers of Janus Henderson’s global sustainable equity strategy, detail how water crises have become the world’s #1 risk.Read More
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?
Disruption is a constant process and any successful investment strategy must take this into account. Andrew Gillan, Head of Asia ex-Japan Equities at Janus Henderson Investors, discusses the opportunities that disruption can offer in the Asia region.Read More
Innovative internet companies are highly disruptive and increasingly dominant within the Chinese economy but they are regulated by the Communist Party, which perceives disruption to be a threat to the status quo. In this video update, Charlie Awdry discusses the interesting implications of this dynamic for investing in China.Read More