disruption

Disruptive Innovation Could Add Fuel to This Bull Market

Nikko Asset Management Australia

Concerned that the nine-year bull run has overstayed its welcome, many strategists have highlighted the narrow leadership of the US stock market as it has bucked weakening trends elsewhere in the world. Through June, the so-called FAANG stocks had accounted for 75% of the S&P 500’s 2.64% total return, in... Show More

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Speculate to accumulate?

Sinclair Currie

Disruption continues to be the word of the moment. The media sector highlights how new business models can decimate the value of old platforms. Investors are rightfully alert to the redundancy risk associated with established business models and rightfully eager to invest in the leaders of the future. Yet some... Show More

The Rules of Investing: Global tech giants

Livewire Exclusive

Disruption is everywhere these days. Whether it’s Amazon and Kogan disrupting traditional retail, Facebook and Google disrupting print and television advertising, or Netflix disrupting pay TV, it’s impossible to avoid. Incumbents face the dilemma of disruption: adapt to new ways and risk hurting their existing business, or stick to their... Show More

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