Recently back from the US West Coast on separate research trips, Global Technology portfolio managers Alison Porter and Graeme Clark met with portfolio companies and prospective investable businesses. Here, they discuss the key takeaways from these trips.
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.
In part one of this two-part mini-series, Nick Watson, portfolio manager with Janus Henderson’s UK-based Multi-Asset Team, discusses the roles that both active and passive investing can play. He argues why it is crucial to consider questions of ‘where’ and ‘when’ when making allocation decisions. Allocation considerations As a portfolio manager on the Multi-Asset desk
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Brad Slingerlend, co-portfolio manager on the Denver-based Janus Henderson Global Technology Strategy, highlights the paradox facing US regulators over concerns about the use of data collected and generated by online social media platforms such as Facebook.
Leading endowments’ emerging markets equity allocations are significantly overweight compared to other investor types.
A Monthly Outlook on the Global Financial Markets Bill Gross | Follow Portfolio Manager Some say humanity is making progress, and that civilization is becoming more “civilized”, but I wonder. Optimists would point to the global political focus on human rights and the slow, although sporadic, steps forward on racial and gender equality, but these
In this ‘Essentials’ video, Stephen Payne, Co-Manager of the Janus Henderson Cautious Managed Fund, provides an introduction to the strategy, including how the investment team manages exposure to the different asset classes – equities, bonds and cash. This is a UK-focused fund, holding a combination of UK equities, plus bonds in any country.
In this video, Richard Clode, portfolio manager in the Global Technology Team, discusses how not keeping up with innovation 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.
Jenna Barnard, Co-Head of Strategic Fixed Income at Janus Henderson Investors, explains the rationale for positioning around the team’s ‘divergent economies and monetary policies’ core theme.