Disruption Evolved

Drivers of disruption are well known – artificial intelligence, automation, big data.
But what are the implications for investors?

IDEAS

Research

Australia in Transition: Mapping Post COVID Intentions

Aug 12, 2020

Our proprietary AlphaWise survey of 1,530 households shows that whilst broad intentions signal an ultimate recovery anticipated by consumers, underlying financial stress is real and caution weighs on the outlook of many.

Research

Space: Investing in the Final Frontier

Aug 07, 2020

Will declining launch costs, advances in technology and rising public-sector interest position space exploration as the next trillion-dollar industry?

Research

How “Work From Home” May Work for Investors

Jul 31, 2020

Working from home began as a short-term response to COVID-19, but the trend will likely endure, with societal, business and market implications.

Research

Five Reasons for the Trend Towards Multipolarity

Jul 17, 2020

The US & China aren't decoupling, but are disassociating in key economic areas, with Europe facing a difficult balancing act. This accelerates the trend towards a multipolar world.

Research

Where are House Prices Headed?

Jul 13, 2020

Weakness in the Australian housing market is expected to persist in the near-term, as demand weighs.

Institute for Sustainable Investing

5 Climate Change Metrics for Investors in a Decarbonising World

Jul 10, 2020

In the transition to a low-carbon economy, investors can harness new indicators to assess the risks and opportunities companies face due to climate change.

Research

2020 Midyear Economic Outlook: Embracing a V-Shaped Recovery

Jul 7, 2020

Multiple economic indicators suggest that the global economy began recovering in May, is gaining momentum and may return to pre-pandemic levels by year-end.

Research

The Evolution of Banks

Jun 26, 2020

Australia’s banking industry is experiencing a rapid change of digitisation.

Research

5 Ways the Coronavirus Recession Could Change the Internet

Jun 25, 2020

place has brought dramatic changes to how we live and work. Here are five areas of potential disruption online.

Ideas

The Circular Economy of Plastics

Jun 18, 2020

There is a significant economic opportunity for maximising value from plastic waste, with up to US$120 billion lost from the global economy every year through single-use plastics.

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