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Cybersecurity: building a safer online world
Data security is a large and impactful social issue. The Global Technology Leaders Team examines the rising threat landscape and the cybersecurity industry’s solutions to this global challenge.
Emerging markets now fertile ground for innovation
While the pandemic has increased near-term risk, the rise of innovative and value-added industries should place the future trajectory of emerging markets on more stable footing, Daniel Graña and Matt Culley argue.
Research in Action Podcast: Investing in the renewable revolution
In a new podcast series from Janus Henderson, Research in Action, Director of Research Matt Peron explains the magnitude of the energy transition now taking place in the economy and what investors should consider as the switch to renewables unfolds.
Global tech stocks: keeping perspective in a complex environment
With crosscurrents roiling the tech sector, it’s important to keep strong financial performance and the power of secular themes in mind.
The semiconductor shortage: why more than tech investors should care
The current semiconductor shortage may be more pervasive and longer-lasting than many expect.
Emerging Markets: Near-Term Uncertainty Matched with Long-Term Opportunity
While near-term risks exist, the trajectory of emerging markets remains on stable footing
China Tech Sector: Evolving Regulations, Same Compelling Themes
Recent adjustments to tech sector regulations in China do not diminish the secular themes behind these companies’ earnings growth.
Global Technology outlook: prioritizing company fundamentals
Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.
Tech + football = a winning partnership
Portfolio managers Alison Porter, Graeme Clark and Richard Clode delve into how technology is transforming every aspect of football.
A unique recovery: the handoffs commence
Direct of Equities Research Matt Peron explains why this year’s equities’ gains are built on a positive earnings outlook for both cyclical and secular stocks
‘Renewable, electric, digital’: the Fourth Industrial Revolution
Portfolio Manager and Head of Global Sustainable Equities, Hamish Chamberlayne explores the changes ahead as we enter a decade of transformation and explains the importance of digitalisation, electrification and decarbonisation.
Smartphones on wheels
There are parallels to be drawn between the growth and evolution of electric vehicles and smartphones, with attractive opportunities for savvy investors, according to Alison Porter, Graeme Clark and Richard Clode.