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Janus Henderson Blog

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The Semiconductor Shortage: Why More than Tech Investors Should Care
Coronavirus Technology

The Semiconductor Shortage: Why More than Tech Investors Should Care

The current semiconductor shortage may be more pervasive and longer-lasting than many expect.

China Tech Sector: Evolving Regulations, Same Compelling Themes
China Technology

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
Technology

Global Technology Outlook: Prioritizing Company Fundamentals

Rather than pandemic-related macro developments, the current tech rally is guided by solid fundamentals.

How the Fourth Industrial Revolution Will Accelerate Decarbonization

How the Fourth Industrial Revolution Will Accelerate Decarbonization

The transition from a fossil analog economy to a renewable electric digital economy is at the heart of global decarbonization.

Global Perspectives: The Outlook for Tech through the Economic Reopening
Coronavirus Technology

Global Perspectives: The Outlook for Tech through the Economic Reopening

How different segments of the tech sector will likely be impacted through each phase of the global economic reopening and recovery.

Secular Tech Themes Still Intact
Coronavirus Technology

Secular Tech Themes Still Intact

Powerful secular themes are still the main driver to long-term tech earnings growth.

Other Companies Join Tech Earnings Party
Coronavirus Technology

Other Companies Join Tech Earnings Party

Tech stocks are currently positioned to benefit from both secular and cyclical factors.

A Renewed Focus on Business Models
Coronavirus Technology

A Renewed Focus on Business Models

The importance of understanding a company’s business model to assess value and risk in an investment.

Global Sustainable Equity: News and Opportunities (January 2021)

Global Sustainable Equity: News and Opportunities (January 2021)

Reflecting on the last quarter of 2020 and looking ahead to the opportunities in the world of sustainability.

A Step Closer to a Digital Future

A Step Closer to a Digital Future

Portfolio Manager Denny Fish explains how this past year brought the global economy closer to a digital future.

Technology Fuels Long-Term Growth Prospects for Manufacturing

Technology Fuels Long-Term Growth Prospects for Manufacturing

While the pandemic is shaping manufacturing’s recovery in the near term, we think technological innovation will drive longer-term growth.

Sustainable Equities: The Future Is Green and Digital

Sustainable Equities: The Future Is Green and Digital

Hamish Chamberlayne, Head of Global Sustainable Equities, discusses his expectations for sustainable equities in 2021.