innovation

There are considerable parallels between the tech boom in the early 2000s and the AI boom of the last year.

The WAM Capital investment team began our journey with a2 Milk, a New Zealand-founded dairy company in June 2015. Our initial investment in the company was at 52 cents...

The Hyperion team recently hosted a webinar discussing how they are seeing markets and some of the stocks in the portfolios.

A new cycle of rapid innovation is upon us.

Our valuation calculator (available on our website) shows that the most crucial variable for Tesla investors is Full Self Driving.

Inflation rates have dropped dramatically, and we expect them to drop even further. This is good news for long-term investors.

Before the iPhone even had a copy-paste function, millions of Kenyans were banking on their phone. Mobile money, real-time payments, crypto, and even BNPL were all...

Disruptive innovation was a recipe for meteoric growth in the last market cycle, with rockstar investor Cathie Wood synonymous with this form of investing. But all...

Can investing in disruption produce attractive returns for the average investor? Interestingly, history suggests the odds are less than favourable, particularly during...

Australia is known for its high-quality manufacturing, with homegrown emerging automotive companies driving innovative solutions to a market undergoing significant...

It's easy to be wowed by the massive changes our ancestors experienced — aeroplanes, electricity, the shoelace — and underestimate the ones we ourselves are living...

I recently sat down with Dawn Kanelleas, First Sentier Investors’ head of small and mid caps and chatted about everything from how to make a good cup of coffee in...

A Q&A with one of Israel’s leading equity fund managers. Q. What does Alpha LTI invest in? A. Alpha LTIs investable universe includes listed and pre-IPO companies...

Global warming is one of the defining challenges of the 21st century. Unaddressed, modelling demonstrates it will have a potentially catastrophic impact on our planet...

Just a year ago, when reports first emerged of a novel coronavirus outbreak in Asia, few could have predicted the duration and level of economic and societal...

The global leader in digital media and digital marketing solutions, Adobe, recently snapped-up start-up, ‘Workfront’, for US$1.5 billion. One investor toasting the...

Catherine Wood called the 2020 Tesla (TSLA) bull run, and her conviction in disruptive innovation remains strong still. The founder, CEO and CIO of ARK Investment...

Investing in biotech is often seen as binary: you either win big or lose everything. The success of CSL has been well chronicled, however, is it possible to...

The horrific moment that triggered May’s mass protests across the US was captured by police body cameras, technology that Perpetual’s Thomas Rice in 2017 tipped would...

Catherine Wood’s ARK Invest has remained a fund to watch from its inception. Finding success through a focus on innovation, Wood and her team apply cutting-edge themes...