disruptive technology

Clime Asset Management

In a world post-2000, we find ourselves operating in the ‘new economy’ following the tech bubble and the GFC. Accordingly, the rules of the game have changed. Investors need to consider persistent low interest rates and low inflation, employment and labour participation shifts, and technological advancements, as well as ageing... Show More

Nikko Asset Management Australia

As investors, we believe it is important to develop a framework so we can evaluate emerging technologies to protect and create value. In this article, we use the example of electric vehicles (EVs) to illustrate our approach towards analysing emerging opportunities and identifying the investment implications. We have focused on... Show More

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Patrick Poke

It’s been an exciting quarter at Livewire; we’ve hosted the second Livewire Live investor forum at the ASX’s Exchange Square, and contributors have submitted more than 1,000 wires to the website. Financial markets have been no less interesting as they seesawed before and after the UK referendum, market commentators continued... Show More

Chris Titley

In the latest episode of the Morgans Startup Series, I spoke with Niki Scevak, Founder of Blackbird Ventures. Blackbird is a venture capital fund that has invested in nearly 30 companies since inception only four years ago. The company recently announced a new $200m fund to help emerging companies grow.... Show More

Marsico Capital Management

The Marsico Capital Management team believe global growth will remain “lower for longer.” We find the best earnings growth opportunities exist in companies that are innovative and poised to show revenue growth contribution from market share gains, rather than dependence on the macroeconomic environment. We think that for the next... Show More

Intelligent Investor

The release of BlackBerry’s (TSX:BB) pager in 1999 followed by its first smartphone in 2000 revolutionised the corporate world. Allowing busy professionals to check their email when away from their desks, BlackBerries became so popular that they spawned the nickname ‘CrackBerries’. Between early 1999 and mid-2008 BlackBerry’s shares had increased... Show More

Wentworth Securities

Whilst it is a short announcement, it is a significant one on the timeline for NWZ. Getty Images is one of, if not the, largest global image content providers, selling content from its massive bank of over 170 million images. Its content appears daily in newspapers, magazines, ads, film, TV,... Show More