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?

Keep Up! Technological disruption is accelerating | Janus Henderson Investors

Keep Up! Technological disruption is accelerating

Dec 5, 2018

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.

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China: the next wave of tech disruptors | Janus Henderson Investors

China: the next wave of tech disruptors

Oct 24, 2018

Chinese companies continue to disrupt the technology market. In this video, Richard Clode, Portfolio Manager in the Janus Henderson Global Technology team, discusses his recent trip to China where he met the next wave of disruptors in the sector.

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The haves and have nots in the game of disruption | Janus Henderson Investors

The ‘haves’ and ‘have-nots’ in the game of disruption

Sep 14, 2018

Jenna Barnard, Co-Head of Strategic Fixed Income, explains how an uneven geographical divide in technology is melding with a world of divergent growth and interest rate outlooks

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Global Technology: investing in innovation | Janus Henderson Investors

Global Technology: investing in innovation

Sep 13, 2018

Richard Clode, portfolio manager in the UK-based Janus Henderson Global Technology Team, discusses the concept of innovation, its importance in the team’s investment decisions and where the most attractive opportunities currently are.

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Graeme Clark | Janus Henderson Investors

Global Tech: the importance of navigating the hype cycle

Jul 5, 2018

Graeme Clark, portfolio manager in Janus Henderson’s Global Technology Team, discusses the significance of understanding and analysing where a company sits on the hype cycle when investing in tech for the long term, and how this forms an integral part of the team’s investment process.

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Technology disruption and acceleration: risks and opportunities

Mar 16, 2018

In this video, Richard Clode, portfolio manager in the Global Technology Team, discusses how not keeping up with innovation may be shortening the lifespan of ‘blue chip’ stocks, as well as the key reasons why technology disruption is accelerating. He also talks about the transportation revolution, a key example of how a major industry is being disrupted with consequences and opportunities for incumbent and new companies.

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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?

Test tubes | Navigating the drug pricing debate | Janus henderson Investors

Navigating the drug pricing debate

August 3, 2018

When the Trump administration introduced a ‘blueprint’ to lower drug prices in May, the pharmaceutical industry breathed a sigh of relief. Andy Acker and Ethan Lovell, Portfolio Managers of the Global Life Sciences strategy, discuss.

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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?

Global warning: the case for low carbon investing, today

Global warning: the case for low carbon investing, today

July 6, 2017

Hamish Chamberlayne, investment manager for Janus Henderson’s global sustainable equity strategy, explains why climate change remains the biggest investment issue of our lifetime.

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As dry as dust: water scarcity and its investment implications

As dry as dust: water scarcity and its investment implications

March 31, 2017

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.

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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?

The only thing that is constant is change | Janus Henderson Investors

‘The only thing that is constant is change’

October 25, 2018

​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.

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China’s pharma boom | Janus Henderson Investors

China’s pharma boom

September 7, 2018

Ethan Lovell, co-portfolio manager of Janus Henderson’s Global Life Sciences Strategy, discusses how China is becoming a fast-growing market for biopharmaceutical companies.

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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