A new way to generate alpha
This is a broad-based and cross-disciplinary approach to grasping the major societal, demographic, and economic phenomena, and choosing long-term investment solutions on that basis.
Disruption is driven by the emergence of a more practical, less expensive solution or product that consumers naturally move over to, thus undermining the established order on a market. Although it has only recently emerged as an investment theme, disruption is now regarded as a longterm trend and has become a theme in investment management.
Performance magazine issue 24, September 2017
Performance is a triannual digest, dedicated to investment management professionals, which brings you the latest articles, news and market developments from Deloitte’s professionals and clients.