Disruptive technology – A positive 2025 outlook

IT is still a top spending priority for companies across most sectors, setting up a positive outlook for disruptive technology stocks in 2025, as Derek Glynn, Associate Portfolio Manager, explains in this short video.

Artificial intelligence is a pivotal theme in our disruptive technology strategy. It is developing quickly and new releases are unlocking opportunities across the board, for consumers as well as for companies in the industrial, healthcare and financial sectors. This offers investors real diversification potential.

With developments moving at a breath-taking speed, there are risks and challenges. Such dynamics require portfolio manager skill in picking those companies that are doing the disrupting, and avoiding the ones that are being disrupted.

Important information

Please note that articles may contain technical language. For this reason, they may not be suitable for readers without professional investment experience. Any views expressed here are those of the author as of the date of publication, are based on available information, and are subject to change without notice. Individual portfolio management teams may hold different views and may take different investment decisions for different clients. This document does not constitute investment advice. The value of investments and the income they generate may go down as well as up and it is possible that investors will not recover their initial outlay. Past performance is no guarantee for future returns. Investing in emerging markets, or specialised or restricted sectors is likely to be subject to a higher-than-average volatility due to a high degree of concentration, greater uncertainty because less information is available, there is less liquidity or due to greater sensitivity to changes in market conditions (social, political and economic conditions). Some emerging markets offer less security than the majority of international developed markets. For this reason, services for portfolio transactions, liquidation and conservation on behalf of funds invested in emerging markets may carry greater risk.

Back to Top