Four tech mega themes disrupting everything

20/03/2018


In this video Denny Fish, Portfolio Manager on the US-based Technology Team, discusses why active investors are well positioned to benefit from the mega themes that are driving long-term innovation in technology. These themes defined by the team are cloud computing, artificial intelligence, the Internet of Things and mobility. 
 
Note
Internet of Things (IoT): the network of physical devices embedded with software to enable these objects to connect together. The idea is that all devices are connected to one another overtime.
 
 
These are the manager’s views at the time of publication. They may not necessarily reflect the views of other managers at Janus Henderson. The view expressed within this video does not qualify as investment advice.
 
The examples in this video are intended for illustrative purposes only and are not indicative of the historical or future performance of the strategy or the chances of success of any particular strategy. Janus Henderson Investors, one of its affiliated advisors, or its employees, may have a position in the securities mentioned in the video. References made to individual securities should not constitute or form part of any offer or solicitation to issue, sell, subscribe or purchase the security.
 

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. Any securities, funds, sectors and indices mentioned within this article do not constitute or form part of any offer or solicitation to buy or sell them.

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.

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