Janus Henderson Blog

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Navigating Coronavirus Uncertainty: Perspectives from our investment teams, key considerations for investors and business continuity updates from executive leadership.

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For Some Tech Giants, Innovation No Longer a Dilemma
Technology

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.

Platform Businesses: The Misunderstood Powerhouses of Innovation
Technology

Platform Businesses: The Misunderstood Powerhouses of Innovation

The power of platform businesses and why the trajectory of their corporate models is often misunderstood.

Examining the Tech Sector through the Pandemic – and Beyond
Coronavirus Technology

Examining the Tech Sector through the Pandemic – and Beyond

How the COVID-19 pandemic has accelerated the adoption of the digital economy by both businesses and individuals.

How the Crisis Could Solidify Long-Term Investment Themes

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.

Battery Storage Solutions Key to Renewable Energy Transition

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
Coronavirus Technology

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.

A Cross-Sector View of Coronavirus Impacts

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.

Finding Smart Growth in SaaS
Growth Equities Technology

Finding Smart Growth in SaaS

The importance of uncovering smart, sustainable growth as the trend of Software as a Service (SaaS) evolves.

Market GPS: Global Technology 2020 Outlook

Market GPS: Global Technology 2020 Outlook

Portfolio Manager Denny Fish provides an update on the mega themes reshaping the technology landscape in 2020 and beyond.

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.