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Market Disruption

1-12 out of 15 results.

What AI’s ‘Sputnik moment’ means for data centres

What we know about DeepSeek so far could be a mixed bag for data centre owners like Goodman Group. However, it's worth remembering that AI adoption isn't the only thing that matters to the industry's outlook.

Two companies well-positioned amid supply chain disruption

Supply chain pressures highlight the important role and economic value created by companies working to make our infrastructure more efficient. We review two logistics companies that are well positioned to perform.

Dispelling the disruption myth

We tend to call any change a 'disruption', but the vast majority of so-called disruptive technologies are variations on a theme. Many innovations are really high-risk, low-probability investments.

Business model disruption - Part 2

In Part 2 of this two-part series, Hamish discusses how the most dominant businesses of the last 50 years might struggle, faced with new threats, and even Warren Buffett and Charlie Munger are worried.

Spaceship stalls on the launch pad

The marketing of Spaceship super has been better at engaging young people than any superannuation fund before it, but does it have the right product for a long-term flight?

3 implications of retail disruption for emerging markets

Most investors think of online disruption in terms of the developed world and Silicon Valley, but there are important implications for listed companies in emerging markets.

Seismic change and investing in barbells

The stock market is increasingly looking like a 'barbell' of company returns with a few big winners and lots of losers, especially in retailing where new competition led by Amazon is nothing less than a seismic change.

Fintechs overcome the trust barrier

Consumers of financial products are increasingly willing to place their trust in new intermediaries, including fintechs driving change with innovation and consumer-driven processes.

How angel investors give birth to disrupters

Angel investors are often the first source of funding for start-ups with little more than an idea, but success relies on execution and learning how to go to the next level.

Investing in the best long-term founders

The success of companies such as Starbucks, Amazon, and Google is a result of a talented and dedicated founder leading the way. Their long-term vision drives innovation and pushes past set-backs along the way.

Looking deeper than the home page of roboadvice

Behind the glossy facade of the website of the roboadviser, how effectively will the business model deliver quality financial advice and appropriate investment outcomes at a competitive price?

Roboadvice disruption – you won’t see it coming

Roboadvice disruption could come from anywhere, opening the door for non-traditional providers without incumbents even realising it. When it's more exciting, it can grab the attention of the previously disengaged.

Most viewed in recent weeks

Pros and cons of Labor's home batteries scheme

Labor has announced a $2.3 billion Cheaper Home Batteries Program, aimed at slashing the cost of home batteries. The goal is to turbocharge battery uptake, though practical difficulties may prevent that happening.

Howard Marks: the investing game has changed

The famed investor says the rapid switch from globalisation to trade wars is the biggest upheaval in the investing environment since World War Two. And a new world requires a different investment approach.

Welcome to Firstlinks Edition 606 with weekend update

The boss of Australia’s fourth largest super fund by assets, UniSuper’s John Pearce, says Trump has declared an economic war and he’ll be reducing his US stock exposure over time. Should you follow suit?

  • 10 April 2025

4 ways to take advantage of the market turmoil

Every crisis throws up opportunities. Here are ideas to capitalise on this one, including ‘overbalancing’ your portfolio in stocks, buying heavily discounted LICs, and cherry picking bombed out sectors like oil and gas.

An enlightened dividend path

While many chase high yields, true investment power lies in companies that steadily grow dividends. This strategy, rooted in patience and discipline, quietly compounds wealth and anchors investors through market turbulence.

Tariffs are a smokescreen to Trump's real endgame

Behind market volatility and tariff threats lies a deeper strategy. Trump’s real goal isn’t trade reform but managing America's massive debts, preserving bond market confidence, and preparing for potential QE.

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