HARNESS

DISRUPTION

Stay on the Right Side of Disruption

Disruption is rippling through the global economy at a rapid pace. Such dramatic change is being felt across industries and geographies, and potentially shaping the long-term performance of investors’ portfolios. At Janus Henderson, we use fundamental analysis in an effort to identify new investment opportunities and stay on the right side of disruption.

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Discover our latest views on European equities

Quick view: European elections and French politics

French President Macron has gambled on a snap election as the EU election results fuel turmoil, but what does this mean for European equities? A quick insight into some of the views on at Janus Henderson’s European Equities team.

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“Cheap is not enough” – finding value in a muted market

Just what else can small caps offer investors as a potential source of value?

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Playing global themes in European equities in 2024

Tom O’Hara, European Equities portfolio manager, discusses his outlook for the asset class in 2024.

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Do hedge funds still provide the alpha and diversification benefits that investors seek? Michael Ho, Global Head of Multi-Asset and Alternatives, discusses outflows in the hedge fund industry and why low equity beta strategies might prove beneficial.

AN UNCOMPROMISING APPROACH

Equity markets may shift.
Our focus never does.

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Three Major Trends Behind Disruption

We believe three megatrends are helping transform the global economy and creating new investment opportunities:

A Technological Revolution

Cloud computing, mobility, the Internet of Things and artificial intelligence are some of the powerful and investable trends reshaping the global economy.

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A New Era for Health Care

A growing understanding of the human genome and robust computing power are helping transform the health care sector unlike ever before.

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The New Digital Economy

Disruption is rewriting the rules of the global economy, with many players scrambling to catch up.

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Three Major Trends Behind Disruption

We believe three megatrends are helping transform the global economy and creating new investment opportunities:

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Harness the Power of Disruption in Your Portfolio

By focusing on companies and industries that stand to benefit from disruptive forces, we think it’s possible to harness the innovation that is transforming the global economy.

JCAPX

Forty Fund

Overall Morningstar Rating™ out of 1020 Large Growth Funds, based on risk-adjusted returns. As of 30/11/2024.

JFRDX

Forty Fund

Overall Morningstar Rating™ out of 1020 Large Growth Funds, based on risk-adjusted returns. As of 30/11/2024.

Employs fundamental research to invest with conviction in large-cap companies driving innovation as well as compounding-growth companies we believe are insulated from disruption.
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JATIX

Global Technology and InnovationFund

Overall Morningstar Rating™ out of 235 Technology Funds, based on risk-adjusted returns. As of 30/11/2024.

JNGTX

Global Technology and Innovation Fund

Overall Morningstar Rating™ out of 235 Technology Funds, based on risk-adjusted returns. As of 30/11/2024.

A portfolio that balances resilience with optionality, investing in growth companies driving or benefiting from advances in technology.
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JFNIX

Global Life Sciences Fund

Overall Morningstar Rating™ out of 161 Health Funds, based on risk-adjusted returns. As of 30/11/2024.

JNGLX

Global Life Sciences Fund

Overall Morningstar Rating™ out of 161 Health Funds, based on risk-adjusted returns. As of 30/11/2024.

Seeks to capitalize on companies developing innovative therapies addressing unmet medical needs or companies making health care more efficient.
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JGINX

Growth and Income Fund

Overall Morningstar Rating™ out of 1276 Large Blend Funds, based on risk-adjusted returns. As of 30/11/2024.

JNGIX

Growth and Income Fund

Overall Morningstar Rating™ out of 1276 Large Blend Funds, based on risk-adjusted returns. As of 30/11/2024.

Seeks resilient, well-established companies with a history of dividend growth to cushion against market uncertainty.
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JBALX

Balanced Fund

Overall Morningstar Rating™ out of 677 Moderate Allocation Funds, based on risk-adjusted returns. As of 30/11/2024.

JANBX

Balanced Fund

Overall Morningstar Rating™ out of 677 Moderate Allocation Funds, based on risk-adjusted returns. As of 30/11/2024.

Combines our equity and fixed income expertise in a core solution, focusing on companies we believe are innovative as well as firms we think can withstand disruption.
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An Investment Approach Driven by Bold Thinking

We believe in confronting uncertainty head-on – not merely reacting to change but finding opportunity in it. Hear from our investment professionals on how they apply this approach in their fundamental research, part of an ethos we call
Knowledge. Shared.

Metaverse: the next big computer revolution

Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.

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Metaverse: the next big computer revolution

Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.

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Metaverse: the next big computer revolution

Portfolio manager Alison Porter discusses the concept of the metaverse, its evolution and revolution and the significance for investors.

Read more