In this video, Richard Clode, portfolio manager within the Global Technology Team, discusses how not keeping up with innovation and new technology 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.
Note: this video was recorded at the Janus Henderson New Year Investment Conference on 11 January 2018.
These are the manager's views at the time of recording. They may not reflect the views of other managers at Janus Henderson.
Stock examples are intended for illustrative purposes only. References made to individual securities or sectors do not constitute or form any offer or solicitation to issue, sell, subscribe or purchase the security.
Past performance is not a guide to future performance. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.
The information in this article does not qualify as an investment recommendation.
For promotional purposes.
Anything non-factual in nature is an opinion of the author(s), and opinions are meant as an illustration of broader themes, are not an indication of trading intent, and are subject to change at any time due to changes in market or economic conditions. It is not intended to indicate or imply that any illustration/example mentioned is now or was ever held in any portfolio. No forecasts can be guaranteed and there is no guarantee that the information supplied is complete or timely, nor are there any warranties with regard to the results obtained from its us.
Please read the following important information regarding funds related to this article.
Janus Henderson Horizon Global Technology Fund
Shares can lose value rapidly, and typically involve higher risks than bonds or money market instruments. The value of your investment may fall as a result.
The Fund could lose money if a counterparty with which it trades becomes unwilling or unable to meet its obligations to the Fund.
If a Fund has a high exposure to a particular country or geographical region it carries a higher level of risk than a Fund which is more broadly diversified.
Changes in currency exchange rates may cause the value of your investment and any income from it to rise or fall.
If the Fund or a specific share class of the Fund seeks to reduce risks (such as exchange rate movements), the measures designed to do so may be ineffective, unavailable or detrimental.
The Fund's value may fall where it has concentrated exposure to a particular industry that is heavily affected by an adverse event.
Any security could become hard to value or to sell at a desired time and price, increasing the risk of investment losses.