disruption

A journey through the lower level of any department store around the world will show an investor the extraordinary disruption that has been laid bare by the likes of...

In this exclusive video, Eileen Riley, Co-Portfolio Manager at US-based Loomis Sayles articulates the opportunity available for investors when “the pace of change...

History is replete with examples of businesses and consumers ignoring or dismissing big ideas, particularly those associated with disruptive innovation. In 1876, for...

November was another difficult month for investors. But it is useful to note that as recently as five years ago investing in high growth companies as a mainstream...

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...

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...

Amazon is set to potentially become the first ‘trillion dollar company’. Catherine Wood, CEO and CIO at New York-based ARK Investment Management (ARK), discusses how...

China might seem like an unlikely candidate for innovation as it is traditionally better known for contract or original equipment manufacturing. However, with its...

Believe it or not, a motion to the European parliament recommends that autonomous robots be deemed “electronic persons”. The motion for resolution suggests that...

Fundamental analysts spend an inordinate amount of time with Microsoft Excel software trying to gauge the magnitude and direction of the future cash flow evolution of...

Little on the face of it, but from an investment perspective quite a lot. They are both second-order beneficiaries of someone else’s investment boom. The jeans...

The launch of Amazon.com in Australia continues to occupy the attention of investors, and for good reason. Valuations for multiple stocks will continue to be adjusted...

The pace of technological inventions and improvements continues to grow but anxiety and fear around the impact of these changes to jobs is lifting even more. The focus...

Are fintech start-ups coming to disrupt Australia’s Big Four Banks? Not any time soon, according to Andrew Martin from Alphinity Investment Management. Fintech...

Strike one for Netflix was the news that Disney will no longer supply programming from the end of 2019. Strike two happened late last week when several credible...

The news that Tesla will raise $1.5b in senior debt signals a new phase for the company – one in which equity issues are likely to be thin on the ground, if at all. On...

Do not expect Uber to right itself now that CEO Travis Kalanick has “resigned.” The company’s problems run far deeper, and the story has far from played out. Case...

Now is the time to be extremely wary of value investments. The unprecedented change we are living through means that the risks of value investing have never been...