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For some tech giants, innovation no longer a dilemma
With data and networks acting as valuable currency, today’s leading tech companies appear better positioned to maintain their innovative edge than previous generations of tech titans.
Tech revolution: is NVIDIA driving the next AI wave?
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss the recent launch of Ampere, NVIDIA’s latest graphics accelerator, which looks set to be a gamechanger for the development of cloud computing, artificial intelligence and gaming graphics.
The ‘Cold War of Technology’: new Huawei restrictions
Global technology portfolio managers Alison Porter, Graeme Clark and Richard Clode provide their views on the latest US restrictions imposed on Huawei and the ramifications for the company’s largest customers and the wider semiconductor industry.
Technology for good: supporting the fight against COVID-19
Alison Porter, Graeme Clark and Richard Clode from the Global Technology Team discuss how ‘big tech’ companies are helping communities and governments through the pandemic and the implications this may have on the regulation of the technology sector.
ESG: technology for good
Alison Porter, portfolio manager in the UK-based Global Technology Team explains the significance of ESG when it comes to investing in tech stocks and how the team proactively engages and manages their portfolios with this in mind.
How the Crisis Could Solidify Long-Term Investment Themes
Behavioral changes precipitated by the pandemic could help certain companies and sectors emerge from the crisis in a position of relative strength.
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.
Battery Storage Solutions Key to Renewable Energy Transition
Why battery storage will be key to speeding the transition to renewable energy sources, and what it means for investors.
Leveraging the Digital Economy to Navigate COVID-19
The Global Technology and Innovation Team discusses how digital business models are helping societies cope with the fast-spreading COVID-19 coronavirus.
Global tech: actively managing the coronavirus impact
Alison Porter, Graeme Clark and Richard Clode from the UK-based Global Technology Team assess the impact of the coronavirus on tech companies and shares their near-term views for the sector, as well as portfolio implications.
A Cross-Sector View of Coronavirus Impacts
In this series of videos, our research analysts discuss how the coronavirus could affect various sectors and what investors should be considering amid rising volatility.
Global technology 2020 outlook
Global Technology Portfolio Manager Denny Fish explains positive near-term developments for the tech sector and provides an update on how artificial intelligence, the cloud and the Internet of Things are reshaping the technology sector, and the global economy in the process.