disruptive technology

Macro
Brigette Leckie

The technology “war” has only just begun and will get worse. Big tech firms face numerous headwinds. Increasingly the tech giants are viewed as monopolists that are stifling smaller players, not paying their fair share of taxes, and facing too little regulation. We could well be heading into a new... Show More

Peter Wilmshurst

In the past companies used to buy a database, install it on their hardware, and deploy it locally. But what we've seen over the last few years is the rise of cloud computing, a significant evolution in the way in which we save, store and access data, and that has... Show More

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

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

Chad Slater

The first blog on the road was from Texas. The second week looks at San Francisco, a city arguably at the peak of its power with money and power flowing to the many new technology stocks based there. We review some of the interesting themes that emerged from the Merrill... Show More