Our Portfolio Construction & Strategy Team discuss how thematic investing provides access to the forces reshaping the global economy.
Insights
Our latest thinking on the themes shaping today’s investment landscape. Explore timely updates, quarterly features and in-depth analysis straight from our experts.
Low valuations and accelerating innovation are helping biotech recover from one of its worst drawdowns on record.
These medical advances are revolutionizing patient care and creating new growth opportunities in the sector.
Janus Henderson's recent Global Investment Summit explored growth drivers in equities, noting record levels of innovation in healthcare and technology as well as developments in real estate and sustainability.
The latest iteration of a protein-structure prediction model could unlock new drug discoveries. But limitations still exist.
Artificial intelligence is only beginning to make inroads into the healthcare sector. Here’s how investors might benefit today.
The sector has historically underperformed in the lead-up to U.S. presidential elections, but that may not be the case in 2024.
How healthcare’s small- and mid-cap companies could benefit from one of today’s key macroeconomic growth drivers: aging populations.
With populations in some of the largest economies quickly graying, innovative small- and mid-cap healthcare companies could deliver new growth opportunities for investors.
With depressed valuations and accelerating innovation, we believe the sector offers an attractive combination for long-term investors.
Several factors are coming together that could help push the biotech sector higher.