disruptive technology

Latest news and analysis on disruptive technology

Rapid Fire

The surprising resilience of big tech and 2 stocks for coming years

T.Rowe Price’s Dominic Rizzo shares why AI spend has been essential and how he has managed through uncertainty.
+7
Sara Allen
Livewire Markets
Listed Series

Platinum is fully invested: These are the stocks and sectors they like

Platinum Asset Management's Cameron Robertson is seeing cheap valuations in this region - and he's all in on the opportunity.
+2
Sara Allen
Livewire Markets
Funds

3 portfolio themes to consider for growth investors in 2025

Thematic ETFs have outperformed in 2024 - where will the growth come in the coming 12 months?
+12
Billy Leung
Global X ETFs
The Rules of Investing

Why AI will have a bigger impact on the world than the invention of electricity

In this episode, T. Rowe Price's Dom Rizzo argues the world is underestimating the true impact of artificial intelligence.
The Rules of Investing
Livewire Markets
Equities

The surprising metric that tips future company success

Betashares shares their tips in the webinar "Investment Opportunities beyond Nvidia: The next generation of AI winners"
+3
Sara Allen
Livewire Markets
The Pitch

AI providing horsepower for new wave of innovation

New technologies often provide a seismic jump forward for indsustries reaching their limits. AI is doing just that with semiconductors.
Chris Conway
Livewire Markets
The Pitch

Understanding the greatest investment opportunity of your lifetime

That's right, AI stands to be a once-in-a-lifetime opportunity. How much do you really know about it?
Chris Conway
Livewire Markets
Equities

The MedTech minnow that could be the next ResMed

Don't sleep on this alternative treatment to CPAP in the massive and growing obstructive sleep apnea market
RMD
+2
Jacob Celermajer
Cordis Asset Management
Equities

The next Realestate.com?

SiteMinder is one of a few small-cap software companies with the potential to deliver the prized ‘Rule-of-40’ metrics.
REA
SDR
Daniel Broeren
Blackwattle Partners
Equities

Why this investor doesn't own NVIDIA (and what she owns instead)

The megacap tech stocks have dominated but Franklin Templeton's Francyne Mu prefers less cyclical names
+7
Glenn Freeman
Livewire Markets
Equities

The new medical technology redefining treatment in cardiac health

Pulsed Field Ablation is the most exciting technology to come to market in many years, and offers great potential returns for the winners
+2
Jacob Celermajer
Cordis Asset Management
Equities

Disruptive innovation – Unequal growth in a changing world

Technological advances and innovative business models are transforming the size and structure of entire markets. New technologies are being adopted more rapidly than...
Tim Richardson
Tim Richardson
Pengana Capital Group.
Investment Theme

Where ARK is looking next: 3 themes from the Big Ideas 2024 report

The firm run by Cathie Wood eyes three key investment themes for 2024 and beyond.
Glenn Freeman
Livewire Markets
Alternatives in Focus

Today’s biggest tech innovators aren’t publicly listed. Here’s how to access them

Some of the biggest tech innovators are private. Liberty Street's Christian Munafo shares how to identify the best ones and themes to watch.
Sara Allen
Livewire Markets
Equities

Artificial intelligence opens a generational opportunity for chipmakers

As AI expands, new computing infrastructure will be needed and sigificant investment in AI chips, memory and networking gear.
+1
kanish chugh
kanish chugh
Global X ETFs
Equities

Perpetual's innovation fund returned over 40% in FY23. Here’s what PM Thomas Rice is backing for the coming year

Generative AI and gaming have been big performers for Perpetual's Thomas Rice in the past year, and that isn't likely to change.
+3
Sara Allen
Livewire Markets
Equities

How Alphabet is using AI to stay ahead far into the future

Most investors suspect that AI sits at the core of Alphabet’s key businesses (Search, YouTube, Cloud, etc). But many are still underestimating how AI is creating...
Chris Demasi
Montaka Global Investments
Investment Theme

Cloud computing – the next tech revolution?

The adoption of the cloud is arguably one of the most significant business transformations we have seen since the early days of the world wide web. Given ongoing...
Blair Modica
Blair Modica
Betashares
Education

How to future-proof your portfolio

Investors should position their portfolios to benefit from three tidal waves ready to take the market - and the world - by storm in order to be successful over the...
MP1
XRO
Ally Selby
Livewire Markets
Equities

Investors beware: The fintech assault on big banks is coming

PayPal laid bare its strategy last week at their investor day and it’s clear that consumer banking is squarely in its cross hairs. It has been a long journey for...
APT
+3
Lachlan Hughes
Swell Asset Management
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