Disruption Evolved

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

IDEAS

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

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

Ideas

Sustainable Finance – Crowded Trade, or a Structural Shift?

Jun 12, 2020

Matt Slovik, Morgan Stanley’s Head of Global Sustainable Finance, talks about the trends we are seeing in the market for sustainable finance.

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.

Investment Management

Coronavirus and the Butterfly Effect: Six Implications for Sustainable Investing

Jun 3, 2020

How an increasingly interconnected world has amplified COVID-19’s repercussions and its ramifications for sustainable investing.

Wealth Management

Superannuation Strategies for 2020 Year End

May 29, 2020

With end of financial year fast approaching, it’s important to review your financial position.

Ideas

The Future of Food

May 28, 2020

Plant based meat sits at an exciting intersection of changes in consumer preference, increasing environmental concerns and outsized investment opportunities.

Research

Moving Beyond Moore

May 19, 2020

We are approaching a point beyond which Moore’s Law will no longer apply, at least economically.

Research

Three structural issues in focus

May 22, 2020

There are three key issues that are likely to weigh on recovery for Australia: migration, debt and inflation.

Research

The Three Stage Recovery for Australia

May 8, 2020

While the positive coronavirus case trajectory in Australia may limit the economic downturn relative to other countries, this may not result in a significantly faster recovery.

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