In this video, Richard Clode, Global Technology Portfolio Manager, talking at the Janus Henderson 2019 UK Investment Conference, describes how a convergence of technical trends and a digital generation ready to embrace change is likely to shape the future of companies.

Key takeaways:

• Soon the majority of the workforce will be digital natives
• Their shifting spending patterns will increasingly define the success or demise of companies over the next decade
• Technology has so far outperformed by disrupting only two industries – retail and traditional media – now it is time for the rest.

Glossary

Unicorn: a unicorn, in investment terms, is a startup company with a valuation of more than $1 billion.

Janus Henderson Investors makes no representation as to whether any illustration/example mentioned in this document is now or was ever held in any portfolio. Illustrations shown are for the limited purpose of highlighting specific elements of the research process. The examples are not intended to be a recommendation to buy or sell a security, or an indication of the holdings of any portfolio or an indication of performance for the subject company.​