Janus Henderson Blog

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Latest Posts

Artificial Intelligence Borrowing from the Software as a Service Playbook
Technology

Artificial Intelligence Borrowing from the Software as a Service Playbook

Portfolio Manager Denny Fish explains why the industry- and function-specific nature of AI applications is conducive for multiple specialized AI developers to thrive.

The Next Phase of Tech Disruption
Growth Equities Technology

The Next Phase of Tech Disruption

Portfolio Managers Doug Rao and Jeremiah Buckley discuss what the next phase of technology disruption may look like and the investment implications going forward.

Tariffs & Tech: Clarity, Please
China Technology Volatility

Tariffs & Tech: Clarity, Please

Although tech stocks sold off on news of more tariffs, Research Analyst Jon Bathgate says secular tailwinds remain intact for the sector.

Cobalt: Saying “No” to Child Labor

Cobalt: Saying “No” to Child Labor

Ama Seery of the global Sustainable and Responsible Investment (SRI) Team discusses the humanitarian and investor concerns related to cobalt mining.

M&A Activity a Favored Prescription for Biopharmaceutical Companies
Technology

M&A Activity a Favored Prescription for Biopharmaceutical Companies

Andy Acker discusses how biopharmaceutical companies utilize M&A strategies to fill product pipelines and maintain steady cash flows.

Mid-Year Market GPS: Is Cloud Computing the Next Frontier for U.S. Equities?
Technology Volatility

Mid-Year Market GPS: Is Cloud Computing the Next Frontier for U.S. Equities?

Watching for the mega trends that have the potential to spark disruption and create opportunities.

Software as a Service: Secular Tailwinds, but Valuations Still Matter
Technology

Software as a Service: Secular Tailwinds, but Valuations Still Matter

Why investors should balance the massive earnings potential of SaaS companies and their sometimes lofty valuations.

Mid-Year Market GPS: Disruptive Forces
Healthcare Technology

Mid-Year Market GPS: Disruptive Forces

Focusing on secular growth drivers as the technology and health care sectors experience rapid change – and bouts of volatility.

A Change of Flow in Global Water

A Change of Flow in Global Water

How data and technology could help address the challenges of providing a safe and reliable water supply and create investment opportunities.

Anti-Competitive a Hard Argument to Make Against Large Internet Platforms
Technology

Anti-Competitive a Hard Argument to Make Against Large Internet Platforms

Research Analyst Tom DeLong discusses why large Internet companies are well positioned to withstand potential investigations into anti-competitive behavior.

Currents of Disruption: Ride-Sharing on Course for Long-Term Growth
Technology

Currents of Disruption: Ride-Sharing on Course for Long-Term Growth

Ride-sharing remains a nascent industry. Here is why we see a long runway for growth.