JH Explorer in Singapore: AI-focused client event at Google

20 Oct 2023

Janus Henderson: JH Explorer in Singapore: AI-focused client event at Google

Ahead of speaking at a recent client event focusing on generative AI at Google’s Asia HQ in Singapore, Portfolio Manager Richard Clode shares his thoughts on Google, and AI as the next major compute wave that is going to define the next decade and disrupt many industries.

Key takeaways:

  • AI is not just a theme, it is the next major compute wave that is going to define the next decade and disrupt many industries, most notably from the developing capabilities of generative AI.
  • Google recently celebrated its 25th birthday, and is an example of a successful company that has benefited from its ability to constantly innovate.
  • In a dynamic industry like technology, financial strength is key to enable innovation that drives profits and growth.

 

IMPORTANT INFORMATION

Technology industries can be significantly affected by obsolescence of existing technology, short product cycles, falling prices and profits, competition from new market entrants, and general economic conditions. A concentrated investment in a single industry could be more volatile than the performance of less concentrated investments and the market.

These are the views of the author at the time of publication and may differ from the views of other individuals/teams at Janus Henderson Investors. References made to individual securities do not constitute a recommendation to buy, sell or hold any security, investment strategy or market sector, and should not be assumed to be profitable. Janus Henderson Investors, its affiliated advisor, or its employees, may have a position in the securities mentioned.

Past performance does not predict future returns. The value of an investment and the income from it can fall as well as rise and you may not get back the amount originally invested.

The information in this article does not qualify as an investment recommendation.

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IMPORTANT INFORMATION

Please read the following important information regarding funds related to this article.

Horizon Global Technology Leaders Fund

The Janus Henderson Horizon Fund (the “Fund”) is a Luxembourg SICAV incorporated on 30 May 1985, managed by Janus Henderson Investors Europe S.A. Janus Henderson Investors Europe S.A. may decide to terminate the marketing arrangements of this Collective Investment Scheme in accordance with the appropriate regulation. This is a marketing communication. Please refer to the prospectus of the UCITS and to the KIID before making any final investment decisions.


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