Having attended a recent disruptive technology conference, Rebecca Young, Portfolio Manager within the Strategic Fixed Income Team, picks out the most interesting start-up businesses and explains why it is imperative that bond fund managers pay attention to the evolving risks.

Key points:

  • Industry disruption is happening faster than perceived as start-up businesses gain traction rapidly
  • There are two reasons why bond fund managers should pay attention to this trend: vulnerability of issuers to disruption to their businesses and the deflationary impact from a macro point of view