FA Whitepapers


December 2015  

Finding Growth in a Growth-Starved World:
Three Secular Themes Driving Growth in the Coming Years

Evolving technologies and changing demographics are creating fundamental shifts in many consumer habits and business practices. Companies on the right side of these secular trends provide opportunity for investors, even in a slow-growth economic environment. Doug Rao, Portfolio Manager of the Janus Forty Fund and Concentrated Growth strategies, outlines three secular growth themes creating opportunities for investors.

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