It's time to disrupt traditional definitions of “disruption”. Once a story just for the tech sector, disruption is now all-encompassing. And whilst technology may be at the heart of changes like developing artificial intelligence (AI) and increased cyber security, this new wave of disruption could shape every aspect of our daily lives.
The implications will be profound and exponential – and many of the themes that arose from the Covid-19 pandemic will likely be permanent fixtures. It's time for investors to make their move.
We are all agents of disruption
Disruption is already all around us – providing new technologies, shifting consumer behaviour, and enabling us to act on sustainable values. Without thinking, we have embraced several possibilities presented by disruption in all areas of our lives.
Leisure & lifestyle
Leisure & lifestyle
The movies we stream are automatically tailored to our evolving personal preferences.
Electric vehicles and other forms of greener travel are becoming more mainstream.
Video conferencing has moved beyond the workplace, and now enables families and friends around the world to stay in touch
Our four-legged friends increasingly benefit from tailored food programmes, flexible boarding and enhanced veterinary care.
Health & wellbeing
Health & wellbeing
Artificial Intelligence (AI) is enhancing diagnoses and building comprehensive customised treatment plans
Tailored exercise plans with virtual trainers are driving new personal health and fitness programmes.
Discover key disruptive forces to watch out for
Disruptive technology is permeating our day-to-day life
New technologies are being implemented at an increasingly rapid rate, while their cost steadily declines. And many of these developments are having a profound impact on the quality and length of our lives.
Advances in AI are reshaping the way we consume entertainment and travel, or even grow crops, while cybersecurity is becoming an essential foundation of our digital lives.
As our societies age, medical innovations are ever more crucial to ensure we live healthy lives, and are able to rapidly identify and treat illnesses – whether existing or new.
Climate change is becoming a major disruptor
As the world struggles to reduce carbon emissions to stay on the path towards a 1.5°C temperature increase, the effects of climate change are becoming ever more palpable.
Taming climate change will require a rethinking of our energy mix, the development of new materials and technologies, as well as a shift in behaviours towards more sustainable consumption.
This will reset the way we approach agriculture and organise transport, and push us to plan our cities in smarter ways.
Disruption can come from unexpected places
Recent years have shown that disruption can come in many forms, and be driven by events that are completely unexpected.
Covid-19 caused fundamental changes in all areas of our lives, and the evolving landscape inspired disruptive ideas that will outlast the pandemic.
The shifting sands of geopolitics continually force companies to rethink their supply chains in innovative ways, be it in terms of commodities and raw materials, or even cutting-edge semi-conductors.
As China embarks on Phase 3 of its transformative path, new players are emerging, and competition in the field of the most advanced technologies is rising.
Stay ahead of the game with new perspectives
It is no longer just a tech sector topic, we believe it will become much broader and spreading to many other sectors in the decades.
In fact, disruption is happening across various industries. Supply chains across the board are undergoing significant change, and raw materials and energy are seeing rapid evolution.
It’s not too late: disruption is ongoing, across a range of themes
Disruption will be an ongoing trend and we are already seeing early disruptors disrupted. New opportunities will present.
Investing in disruption is not just chasing trends
While disruption is a broad trend across geographies and sectors, the pace and progress of change varies widely. Whatever the industry, investors will need the expertise to identify those industries and prospects with furthest to go on their journey. This may mean new investing styles or approaches.
Make your move. Re-think how portfolios are constructed
Wherever you sit in the investment value chain, there’s an urgent need to think differently, navigate the challenges and identify the opportunities of this wave of disruption. Though disruption at this scale can be unsettling, investors can participate in this global shift to seek growth potential. Allianz Global Investors is here to support you in embracing and seizing opportunities.
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In our Allianz Global Investors Academy you can access the most current topics and strategies, packaged into interactive and easy to digest learning modules.
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Embracing Disruption: Thematic investing
Disruption has always been around us, but we are moving to a new “survival of the fittest” digital era.
It is time to rethink what we thought we knew about disruption since it was once primarily associated with the technology sector. We take a look at topics such as aquaculture, genomic sequencing and the pet market, all being driven by the new shift in a profound way, making disruption a critical factor for investors when building their portfolios.
To stay focused on their goals, investors may need to reposition portfolios to factor in rising interest rates, shifting inflation expectations, and fluctuating exchange rates. Geopolitical turbulence is creating new flash points. Volatility is set to be a hallmark of the coming period, with countries and regions on different paths in terms of growth and monetary policy. Investors may struggle to find safe havens and, with only limited visibility of how markets will develop, expectations could be upended. But we are also confident this environment will create opportunities. Diversification is key – across public and private markets – and we have the ideas and expertise to help you navigate the complexity.
We think it’s time to disrupt traditional definitions of “disruption”. Once a story for the tech sector, disruption is now all-encompassing. And while technology and AI may be driving many of the changes, this new wave of disruption could shape every aspect our daily lives. The implications will be profound and exponential – and many of the themes arising from Covid-19 will likely be permanent fixtures.
Sustainable investing is at an inflection point. Interest in sustainability has turned into significant investments, and these inflows rightly come with increased expectations about impact and measurement. Investors are at different stages of their sustainability journey and have different ambitions. We’re focused on bringing sustainable investing into the real world, with a focus on pragmatic approaches and the pathways that support real progress.
China is changing. Its economic growth is increasingly driven by innovations in technology, data and science. Its capital markets are developing with a similar energy, on their way to becoming an integrated part of the global financial system. Understanding the country’s unique political context and strategy is essential to grasp the opportunities as an investor and participate in this unique investment story.
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