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Embracing Disruption

Change multiplies opportunity

Disruption. Change multiplies opportunity.

Disruption is all around us.
From new technologies to shifting trade patterns, the status quo is being challenged.
Embrace disruption to seize the moment.

What is disruptive investing?

We live in an age of disruption. Transformative new technologies like artificial intelligence (AI) are upending multiple sectors. Climate change is shaking up the energy system. Geopolitical realignments are forcing businesses to rethink supply chains. And demographic shifts are putting pressure on healthcare systems.

The consequences of disruption are profound. They present challenges, but they also create opportunities.

With the right guidance, disruption can be a force for good. AI may dramatically increase productivity. Energy systems could become sustainable and clean. New markets might become integral parts of global supply chains. And medical breakthroughs could revolutionise healthcare.

Navigating through this change requires experience, foresight, and agile thinking.

By welcoming change, we can meet the challenges of the day. By embracing disruption, we can shape the future.

Rethinking the way you invest

"For investors, it's important to focus on the opportunities that disruption brings.
This means questioning old ways of investing.”

Virginie Maisonneuve, Global CIO Equity, Allianz Global Investors

Disruption creates change and change creates opportunities.

We can help change your perspective on the possibilities that disruption opens up in our world. Disruption on the scale seen today might seem unsettling. But we have long experience in turning unexpected developments into positive advantages. We’ll help you identify investment ideas before they go mainstream – enabling you to participate in these global shifts and to seek out growth potential.

Just as disruption reshapes the world around us, it can also reshape your investment approach. We’ll show you how.


Understanding disruption

Allianz Global Investors is here to support you in embracing and seizing new opportunities.
      • Search for alpha opportunities, including financial and “outcome linked” alpha
      • Stay agile in the face of changing market conditions
      • Include a thematic approach when investing

Embrace disruption: how to invest in disruptive technologies

Learn more about disruption

  • It’s not just about tech: from healthcare to supply chains, climate change to geopolitics, disruption is pervasive.
  • It’s not too late: disruption is ongoing, and new opportunities emerge all the time.
  • It’s not chasing trends: it requires expertise and agile mindsets.

Frequently asked questions

  • No, disruption covers many different fields that influence multiple aspects of business activity, as well as society as a whole. We see disruption in three key areas:

    • Tech – including digital disruption
    • Resources – such as super-charging clean energy storage
    • Fragmentation – geopolitical shifts in the global village that require a new roadmap for investment
  • Disruptive innovation transforms the specific sector in which it takes place, the businesses operating in that area, businesses in other sectors that leverage these innovations, and the economy and society more broadly. AI is an example of such transformative disruptive innovation. It arose as a tech innovation but has since been embraced in many different ways in many different areas.

  • It starts with a mindset. Investors should be open to seizing on fresh ideas. Disruptive innovation creates plenty of new opportunities in often unexpected areas. Embracing disruption means reframing points of view and being open to re-evaluating perspectives on the future. The following approaches can help provide a framework for responding to disruptive innovation:

        - Search for alpha opportunities, including financial and “outcome-linked” alpha
        - Stay agile in the face of changing market conditions
        - Include a thematic approach when investing

Go deeper into disruption

We’ve only scratched the surface of disruption here. Feel free to explore our dedicated content series. You’ll find insights from our investment experts as well as articles and other content features that go further into the possibilities of our ever-changing world.

We also have an Investment Academy module dedicated to Disruption which can accelerate your understanding of this theme: Embracing Disruption: Thematic investing

Discover our investable themes

Navigating Rates

Navigating Rates

To stay focused on their goals, investors may need to reposition portfolios to factor in higher interest rates, shifting inflation expectations, and fluctuating exchange rates. Volatility will likely persist in the coming months, with tighter monetary policy uncovering weak points as industries feel the impact of higher borrowing costs. Investors may struggle to find safe havens and, with only limited visibility of how markets will develop, expectations could be upended. But we are also confident this environment can create opportunities. Diversification is key – across public and private markets – and we have the ideas and expertise to help you navigate the complexity.

See our campaign website

Embracing Disruption

Embracing Disruption

We think it’s time to disrupt traditional definitions of “disruption”. Once a story for the tech sector, disruption is now all-encompassing. And while technology and AI may be driving many of the changes, this new wave of disruption could shape every aspect our daily lives. The implications will be profound and exponential – and many of the themes arising from Covid-19 will likely be permanent fixtures.

See our campaign website

Achieving Sustainability

Achieving Sustainability

Sustainable investing is at an inflection point. Interest in sustainability has turned into significant investments, and these inflows rightly come with increased expectations about impact and measurement. Investors are at different stages of their sustainability journey and have different ambitions. We’re focused on bringing sustainable investing into the real world, with a focus on pragmatic approaches and the pathways that support real progress.

See our campaign website

Interpreting China

Interpreting China

China is changing. Its economic growth is increasingly driven by innovations in technology, data and science. Its capital markets are developing with a similar energy, on their way to becoming an integrated part of the global financial system. Understanding the country’s unique political context and strategy is essential to grasp the opportunities as an investor and participate in this unique investment story.

See our campaign website

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