Global Disruption

Spot early adopters and harness the power of disruption to target long-term capital growth.

Disruption is all around us. So are opportunities.

It reimagines the way we live, displaces existing markets, and pioneers innovation we didn’t even know we needed.

Today, seismic technological shifts underpin a rich and fast-growing universe of transformational companies with largely untapped growth potential. By spotting the companies that drive, enable or adapt to change, you can capitalise on these opportunities to build a portfolio at the forefront of an ever-evolving world.

How disruption changes us

Disruptive forces touch every aspect of our world.

Disruption investing in 60 seconds

Our Head and CIO of Global and US Equities, Alex Tedder, weighs in.

Innovation across different industries

Our team looks for innovative companies that are changing the industries in which they operate or adapting to the change. They look across 9 sub-themes:

  1. Fintech: payments, blockchain, crypto, peer-to-peer lending
  2. Digitalisation: cloud transition, storage, CPU/GPU evolution, security
  3. E-commerce : rationalisation, interface, distribution, inventory management
  4. Communications : OTT/cord cutting, interface, regulation, social media, 5G
  5. Healthcare: combination therapy, gene therapy, biosimilars, drug pricing and costs
  6. New consumer: lifestyle, millennials, travel, storage
  7. Environmental: climate change, zero carbon, renewables, smart grid
  8. Food and water: modern farming, fishing, food security
  9. Automation: robotics, AI, 3D printing

Schroders, as of July 2022

Meet the team

Global and Thematic Equities

Alex Tedder

Co-Head of Equities

“We feel very strongly that now is the time to be thinking differently about allocating assets perhaps away from traditional equity benchmarks towards uncorrelated long-term themes. Disruption is a fact of life in business and our daily lives – it drives innovation, which in turn creates more disruption. By focussing on disruptive growth, we think we can add a lot of value for investors over time.”

Alex Tedder

Co-Head of Equities

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