In this video, Richard Clode, Portfolio Manager on the Janus Henderson Global Technology Team, discusses how the recent volatility in global equity markets should refocus investor attention on the importance of looking at the fundamentals of a business. In a recent trip to California, he met with technology companies that continue to benefit from long-term secular growth themes in the sector including cloud adoption, 5G and artificial intelligence (AI).
- Cloud adoption has huge growth potential ahead.
- 5G allows lower latency and hundreds and thousands of connections, enabling much broader technological advances and revenue opportunities than previous network upgrades
- Although there are many AI success stories, failures are also starting to emerge. As ever, it is important to avoid overhyped stocks.
Internet of Things: the interconnection via the internet of computing devices embedded in everyday objects, enabling them to send and receive data.
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Janus Henderson Horizon Global Technology Fund
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