Four disruptive themes - access our manager insight
We believe there are powerful themes shaping, and being shaped by, disruption. Click to read our managers’ latest thinking on each:
1. Technological disruption
3. A sustainable revolution?
Evidence of the pace of disruption
Sequencing the Human Genome
Genetics-based research has accelerated, driven by a dramatic fall in sequencing costs. This has led to the creation of advanced treatment disciplines, such as immuno-oncology, gene therapy and, potentially, personalized vaccines.
Source: Human Genome Research Institute. Data as of 07/2017.
Worldwide Enterprise Spend on 'Digital Transformation'
Companies globally are investing heavily to keep up with the digital economy.
Source: IDC, "Digital Transformation (DX): Understanding the Business Case - Market Spend & Trend Outlook," June 2018.
S&P 500 Technology Sector Earnings
Tech stocks have soared in recent years. But the performance is backed by impressive earnings growth, highlighting the durability of today's transformation.
Source: Bloomberg. Data are for rolling, quarter-end periods through 29/06/2018.
Index performance does not reflect the expenses of managing a portfolio as an index is unmanaged and not available for direct investment.