Multiple long-term growth themes are driving technology demand giving rise to some undeniably attractive opportunities for investors
Technology is a disruptive and deflationary force, making things faster, cheaper, and more efficient. The major challenges faced by the world are all leveraging on innovative new technology for solutions.
The opportunity for investors
Superior growth potential
Acceleration of tech innovation and adoption is typically accompanied by exciting investment opportunities. Technology demand should remain resilient driven by the need for solutions to global challenges. The size of the tech market has grown from US$2tn to US$13tn today*.
*Refiniv Datastream. MSCI ACWI Information Technology Index market capitalisation 31 December 1998 to 31 October 2023.
Productivity and efficiency enabler
Technology drives productivity and efficiency, powered by innovation to create better products and services. Process automation, autonomous vehicles, and AI-powered software are just some of the many technologies enabling this. Compared to Intel’s first microprocessor built in 1971, a modern CPU runs over 4,000x as fast and each transistor uses about 5,000x less energy. The price per transistor has dropped by a factor of about 50,000*.
*The Story of the Intel® 4004
Sustainability enabler
Sustainable technologies are providing solutions to address environmental and social issues. The clean energy technologies market is forecast to be worth $650bn a year by 2030, more than triple today’s value*.
*IEA, as of 12 January 2023.
Addressing shifting preferences
Lifestyles and products & services consumed are rapidly changing. Around a third of the global population is offline, presenting huge opportunities to bring the benefits of digital transformation to all*.
*International Telecommunication Union (ITU), 12 September 2023.
Global technology experts in the US and Europe
At Janus Henderson we have two well established technology strategies with a combined +65 year track record. Our dedicated teams of technology investors identify attractive opportunities in a sector that is inherently volatile but can offer superior growth.
Our funds are designed to:
Harness the growth potential of long-term growth themes
Navigate the changing competitive landscape to find the winners of the next decade
Identify attractive opportunities that we believe are underappreciated by the market
How to integrate technology in my portfolio?
An allocation to technology has the potential to increase the upside potential of a portfolio.
— Matthew Bullock
EMEA Head of Portfolio Construction and Strategy
Why invest in technology with Janus Henderson?
A diversified
approach
Future looking trends combined with analysis of company fundamentals allows us to develop a unique view on a company providing globally diversified portfolios of technology-related companies.
Tenured technology
experts
Specialist technology managers experienced in navigating multiple economic, rate and hype cycles including the Global Financial Crisis, the dot.com crash and the current generative AI hype cycle.
Consistent
outcomes
Over the long-term we believe our established approaches can lead to strong consistent investment returns in the dynamic tech sector in a less volatile manner.
Insights
Meet the team
Global Technology Leaders & Sustainable Future Technologies
Global Technology & Innovation
Access transformational change with thematic investing. Thematic investing enables investors to benefit from the powerful megatrends that are disrupting and shaping the future, unlocking the potential for stronger and more consistent returns.