Equities

Disruption: it’s everywhere, but so are the investment opportunities

This is a time to be optimistic as a consumer. Everywhere in life there are new ideas, products and services, being brought to us either by a recently created company, or an evolving incumbent. I’m not usually a subscriber to “this time it’s different”, but when it comes to the emerging disruption to so many industries, “this time it’s more than average” doesn’t really seem to cut it.

02/12/2018

Simon Webber

Simon Webber

Lead Portfolio Manager

This is a time to be optimistic as a consumer. Everywhere in life there are new ideas, products and services, being brought to us either by a recently created company, or an evolving incumbent. I’m not usually a subscriber to “this time it’s different”, but when it comes to the emerging disruption to so many industries, “this time it’s more than average” doesn’t really seem to cut it.

There is of course a scary part to the disruption. Large numbers of working people will need to retrain and do something different. Many businesses are under great pressure. In this respect, those who say this time is no different are correct. For centuries, scientifi c developments and new ways of doing things have resulted in major employment shifts. But this time I have a feeling it may be different, because today’s disruptions are not isolated to particular industries – disruption is everywhere, and that means that there are investment opportunities right across the spectrum, from the disrupters to incumbents willing to invest in the future.

The views and opinions contained herein are those of Schroders’ investment teams and/or Economics Group, and do not necessarily represent Schroder Investment Management North America Inc.’s house views. These views are subject to change. This information is intended to be for information purposes only and it is not intended as promotional material in any respect.