Disruption

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Artificial intelligence (AI) Disruption Machine learning Global Industry Research Equity Information technology Asia tech Automation Article Thematic exposure
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Beyond the hype: finding AI’s long-term winners

Our expert argues that a long-term mindset based on deep research can help to uncover evolving AI investment opportunities amid the hype.

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By

Brian Barbetta

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4 min
Article
2025-04-30
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Archived pieces remain available on the site. Please consider the publish date while reading these older pieces.
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Thematic exposure Innovation Education iStrat Equity Disruption Article Thematic solutions
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Thematic investing focus: The education imperative

Education is poised for transformation — and set to see a decade of spending and growth we believe will be unmatched by any since the post-World War II boom.

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By

Simon Henry, CFA

Aaron Koh

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Article
2024-03-31
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Thematic exposure Equity Disruption Brand Active management Sustainability Article
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A theme is not an index

Portfolio Manager Dáire Dunne and Investment Director Andrew Sharp-Paul discuss the case for active thematic investing and highlight the importance of avoiding so-called "theme-washing."

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By

Dáire Dunne, CFA

Andrew Sharp-Paul

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Article
2023-12-31
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Alternatives Sustainability Innovation Alternatives investing Private equity Distribution Single Disruption Endowments & foundations Article
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Key drivers for investors in 2023 and beyond: sustainability, disruptive technology, and alternatives

Head of Asia-Pacific Client Group Scott Geary reflects on the overarching themes from the 2022 Milken Asia Summit and the future of investing.

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By

Scott Geary

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Article
2023-09-30
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