Disruption. Change multiplies opportunity
Disruption is all around us. From new technologies to shifting trade patterns, the status quo is being challenged. Embrace disruption to seize the moment.
What we mean by disruption
We live in an age of disruption. Transformative new technologies like artificial intelligence (AI) are upending multiple sectors. Climate change is shaking up the energy system. Geopolitical realignments are forcing businesses to rethink supply chains. And demographic shifts are putting pressure on healthcare systems.
The consequences of disruption are profound. They present challenges, but they also create opportunities.
With the right guidance, disruption can be a force for good. AI may dramatically increase productivity. Energy systems could become sustainable and clean. New markets might become integral parts of global supply chains. And medical breakthroughs could revolutionise healthcare.
Navigating through this change requires experience, foresight, and agile thinking.
By welcoming change, we can meet the challenges of the day. By embracing disruption, we can shape the future.
Learn more about disruptive investments
Rethinking the way you invest
"For investors, it's important to focus on the opportunities that disruption brings. This means questioning old ways of investing.”
Virginie Maisonneuve, Global CIO Equity, Allianz Global Investors
Frequently asked questions
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No, disruption covers many different fields that influence multiple aspects of business activity, as well as society as a whole. We see disruption in three key areas:
- Tech – including digital disruption
- Resources – such as super-charging clean energy storage
- Fragmentation – geopolitical shifts in the global village that require a new roadmap for investment
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Disruptive innovation transforms the specific sector in which it takes place, the businesses operating in that area, businesses in other sectors that leverage these innovations, and the economy and society more broadly. AI is an example of such transformative disruptive innovation. It arose as a tech innovation but has since been embraced in many different ways in many different areas.
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It starts with a mindset. Investors should be open to seizing on fresh ideas. Disruptive innovation creates plenty of new opportunities in often unexpected areas. Embracing disruption means reframing points of view and being open to re-evaluating perspectives on the future. The following approaches can help provide a framework for responding to disruptive innovation:
- - Search for alpha opportunities, including financial and “outcome-linked” alpha
- Stay agile in the face of changing market conditions
- Include a thematic approach when investing
Learn more about disruptive investments
Discover our investable themes
Rente
Een dynamische benadering is vereist nu beleggers zich aanpassen aan de veranderende rentetarieven, inflatieverwachtingen en wisselkoersen. De volatiliteit zal waarschijnlijk aanhouden: hoewel we verwachten dat het monetaire beleid geleidelijk minder restrictief zal worden dan in recente tijden, zullen hogere rentetarieven waarschijnlijk zwakke punten blootleggen naarmate industrieën de impact van de hogere financieringskosten voelen. De zichtbaarheid van hoe de markten zich zullen ontwikkelen blijft beperkt, zelfs op korte termijn, en de verwachtingen kunnen omslaan. Maar we zijn ervan overtuigd dat deze omgeving ook kansen biedt. Diversificatie is de sleutel - in publieke en private markten - en wij hebben de ideeën en expertise om door de complexiteit te navigeren.
Disruptie
Wij denken dat het tijd is om de traditionele definities van 'disruptie' te herzien. Disruptie, ooit een verhaal voor de techsector, is nu alomvattend nu kunstmatige intelligentie en andere transformerende technologieën op grote schaal worden toegepast. Hoewel technologie de drijvende kracht is achter veel van de veranderingen, kan deze nieuwe golf van disruptie veel aspecten van ons dagelijks leven vormgeven. Er zijn ook geopolitieke verschuivingen om in de gaten te houden nu China een leidende rol gaat spelen in hightechindustrieën zoals elektrische auto's en India zich positioneert als opkomende macht. De implicaties van dit nieuwe tijdperk van disruptie zullen diepgaand en exponentieel zijn, en samen kunnen we de kansen omarmen.
Duurzaamheid
Duurzaam beleggen ontwikkelt zich snel. Grotere stromen gaan terecht gepaard met hogere verwachtingen op het gebied van meetbaarheid en impact. De sector bevindt zich op een reis: van een focus op ESG-gestuurd risicobeheer naar doelgerichte duurzaamheidsoplossingen en uiteindelijk naar impactbeleggingsstrategieën die bijdragen aan meetbare milieu- of sociale voordelen. Wij geloven dat deze reisrichting naar echte verandering de langetermijntrend van het decennium zal zijn. Met een weloverwogen aanpak om duurzame resultaten te behalen, staan we aan uw zijde in de verschillende fasen van uw reis, wat uw ambities ook zijn.
Transformeren infrastructuur
Infrastructuur is essentieel voor de ontwikkeling en het soepel functioneren van economieën en samenlevingen, maar veel van de infrastructuur die morgen nodig is, bestaat vandaag nog niet. Privékapitaal kan een cruciale rol spelen in de financiering van essentiële projecten omdat er enorme investeringen nodig zijn, vooral voor de overgang naar groenere energie. Investeerders hebben veel manieren om in deze complexe beleggingscategorie te stappen en kunnen hun plek in de kapitaalstructuur en de regio of looptijd van de investering kiezen. Met onze expertise en markttoegang werken we vandaag samen met investeerders om de infrastructuur van morgen te transformeren.
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