Overview
The Pace of Change is Greater
Now than Ever Before
The Importance of Disruption
The Importance of Disruption
Change and innovation are always present in the global economy but do not necessarily turn out well from an investment perspective. The techdriven revolution of the 1990s and resulting Internet bubble led to sharp falls in equity markets. However, we believe today’s disruption is more enduring:
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Leading technology companies are building large networks of data and users that create sizable competitive advantages and strong earnings growth.
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New and transformative technologies, such as artificial intelligence, the Internet of Things and cloud computing, have become pervasive, impacting business models across industries and regions.
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Rising living standards in emerging economies are helping drive demand for these new tools and services. So, too, is the coming of age of “digital natives,” and a growing and aging global population.
Change and innovation are always present in the global economy but do not necessarily turn out well from an investment perspective. The techdriven revolution of the 1990s and resulting Internet bubble led to sharp falls in equity markets. However, we believe today’s disruption is more enduring:
-
Leading technology companies are building large networks of data and users that create sizable competitive advantages and strong earnings growth.
-
New and transformative technologies, such as artificial intelligence, the Internet of Things and cloud computing, have become pervasive, impacting business models across industries and regions.
-
Rising living standards in emerging economies are helping drive demand for these new tools and services. So, too, is the coming of age of “digital natives,” and a growing and aging global population.
Technology Disruption
Technology is penetrating every part of the global economy, led by what we think are a number of powerful and investable trends: cloud computing, mobility, the Internet of Things and artificial intelligence.
Shifting Demographics
By 2050, the number of people age 60+ is projected to hit roughly 2 billion, up from only 600 million at the start of the century. These and other population shifts are having a dramatic impact on the economy.
Old World vs. New
As China and other “new world” markets modernize their economies, these countries are proving to be leading adopters of new technology. Meanwhile, many “old world” industries must invest heavily in order to stay relevant.
Technology Disruption
Technology is penetrating every part of the global economy, led by what we think are a number of powerful and investable trends: cloud computing, mobility, the Internet of Things and artificial intelligence.
Shifting Demographics
By 2050, the number of people age 60+ is projected to hit roughly 2 billion, up from only 600 million at the start of the century. These and other population shifts are having a dramatic impact on the economy.
Old World vs. New
As China and other “new world” markets modernize their economies, these countries are proving to be leading adopters of new technology. Meanwhile, many “old world” industries must invest heavily in order to stay relevant.
Among our offerings, we have funds managed by sector specialists:
Among our offerings, we have funds managed by sector specialists:
Sciences Fund
Notes: Based on 1,841 organizations with 1,000+ employees worldwide
Among our offerings, we have funds managed by sector specialists:
Among our offerings, we have funds managed by sector specialists:
Among our offerings, we have funds managed by sector specialists:
Among our offerings, we have funds managed by sector specialists:
Sciences Fund
Among our offerings, we have funds managed by sector specialists:
Among our offerings, we have funds managed by sector specialists:
Among our offerings, we have funds managed by sector specialists:
Among our offerings, we have funds managed by sector specialists:
Sciences Fund
Among our offerings, we have funds managed by sector specialists:
Among our offerings, we have funds managed by sector specialists:
Notes: Based on 1,841 organizations with 1,000+ employees worldwide
For more information on how to harness the power of disruption in your portfolio please
call 800.668.0434 or visit janushenderson.com/advisor.
For more information on how to harness the power of disruption in your portfolio please call 800.668.0434 or visit janushenderson.com/advisor.
For more information on how to harness the power of disruption in your portfolio please call 800.668.0434 or visit janushenderson.com/advisor.
