How to Profit From Disruptors

Technology is disrupting many sectors and industries, but how are fund managers assessing the potential impact?

David Brenchley 15 November, 2017 | 3:44PM
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Airbnb has the potential to be one of the great disruptors.

A lot has been written about innovative companies with the ability to disrupt sectors, Amazon (AMZN) being a prime example. It’s already caused shockwaves through the retail and software sectors and is currently branching out into healthcare and groceries.

It’s certainly worthy of consideration for investors and Neil Dwane, global strategist at Allianz Global Investors, says it’s important to ask how much of the world can be Amazonised. “There’s clearly areas where if the industries themselves don’t get their act together, Amazon is going to come in and get their act together for them.”

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Securities Mentioned in Article

Security NamePriceChange (%)Morningstar
Rating
Allianz Technology Trust Ord310.50 GBX0.81Rating
Amazon.com Inc3,462.52 USD-0.74Rating
Booking Holdings Inc2,325.37 USD-0.84Rating
Brunner Ord1,065.00 GBX2.40Rating
Experian PLC3,312.00 GBX-1.05Rating
ITV PLC108.55 GBX-1.32
Merchants Trust Ord524.00 GBX-1.87Rating
Microsoft Corp299.87 USD-1.75Rating
Netflix Inc589.35 USD0.49Rating
Tesla Inc759.49 USD0.33Rating

About Author

David Brenchley

David Brenchley  is a Reporter for Morningstar.co.uk

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