Consumers select disruptive champions, not investors

'Extraordinary' opportunities in NEXT economy

clock • 4 min read
Jennison Associates' Mark Baribeau

Jennison Associates' Mark Baribeau

While the term ‘disruption’ is undoubtedly one of the investment world’s most over-used buzzwords, it is not a new concept.

Financial market history is littered with innovative companies whose innovative or disruptive ideas were doubted at best, or scorned at worst. However, understanding which innovations and disruptions are enduring and then putting a value on the corporates driving the changes is - and has always been - a very difficult task. While it is hard to imagine life today without Google, people often forget it was highly controversial to invest in the Google IPO back in 2004. Finding market leaders in the NEXT economy Google had about $3bn of revenue at the time, and there was a lot of do...

To continue reading this article...

Join Investment Week

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now


Already an Investment Week


More on Equities

Industry Voice: Why Active Duration Management Matters

Industry Voice: Why Active Duration Management Matters

As market dynamics twist and turn, a flexible approach delivers results according to T. Rowe Price's Arif Husain

Arif Husain, Head of International Fixed Income at T. Rowe Price
clock 17 August 2022 • 3 min read
Dan Green, portfolio manager at Martin Currie

Three sectors that will benefit from the digital economy

E-commerce, the auction industry and cybersecurity

Dan Green
clock 12 August 2022 • 3 min read
Mike Preston, partner at Cleary Gottlieb

Private equity in sport: A growing opportunity

Expected to grow to $500bn

Mike Preston
clock 11 August 2022 • 4 min read