disruption

Nvidia quadruples revenue - share price follows. A case study on why disruption matters.

What might next year bring?

It’s TV, but not as you know it, as Disney gives in new distributors emerge.

The network principle behind Zuck’s Twitter stab; Staring down Powell

From pick-and-shovel plays to major beneficiaries, here the Loftus Peak team name the stocks leading the pack on Artificial Intelligence.

As investment managers, we deliberately narrow our investment universe, leaving large swathes of the market we would never approve for investment. Sometimes this means...

Portfolio trends are shifting. No longer can investors and advisers think about asset allocation as a simplistic framework of equities and bonds that span purely...

How do you spot the coming shift from growth to value? Ride the winners. That’s the obvious investment strategy favoured at the end of a cycle. It’s easy, really. Just...

Beatle-mania? Maybe, but it turned that John, Paul, George and Ringo sold a lot of records Even after the recent pullback as a result of news of a likely COVID...

For growth investors, technology stocks have certainly been the play of the day - or more aptly the ‘play of the decade’. The Nasdaq 100 Index, widely recognised as...

In Australia, we've always tended to think of bank stocks as the sleep at night option, ‘a buy and put it in the draw kind of investment’, because they've been so...

Challenging periods, like the one we’ve just been through, are what separate the wheat from the chaff in the business world. While some firms were slow to implement...

Autonomous ride-hailing technology has captured the public’s imagination and will present both a paradigm shift in consumers’ everyday lives and a boon for savvy...

Forget value versus growth. For Hari Balkrishna of T. Rowe Price, the most important lens individuals need to apply is whether the businesses they’re investing in are...

As a turbulent year for the global economy, financial markets, and politics recedes in the rearview mirror, we look ahead into 2020, mapping out both the likely path...

I founded ARK Invest to focus solely on disruptive innovation, primarily in the public equity markets because I believe that innovative public companies with...

It wasn’t that long ago that if you heard about someone being disruptive, it was viewed as a negative trait. These days, however, disrupters are considered...

It won’t come as a surprise that over the last decade the average daily time spent on screens, which used to be restricted to television and computers, has increased...

When it comes to investing in disruption a lot of the capital and focus has been on finding opportunities that exist in private markets. Catherine Wood, Chief...

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...