The theme of disruption is one which excites considerable interest among investors, perhaps because many want to capitalise on 'the next big thing' and avoid disrupted companies and sectors.
In recent times, the rise of the big tech disruptors such as the FAANGs and Chinese contenders such as Tencent and Alibaba has captured many of the headlines. Meanwhile, other hugely disruptive elements...
Capturing themes in a changing world
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