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Disruption brings opportunity to investors

04/06/2021

AIM IPOs

Mega trends portfolio

The next decade will see a series of tipping points in autos and energy. Each tipping point will transform business, creating massive opportunities for some investors leaving others nursing heavy losses. Read our thoughts here on opportunities through disruption.


One hundred or so years ago, the world’s largest companies seemed indomitable. In fact, in 1912, when the economist Alfred Marshall considered the top 100 companies, he likened them to Californian redwoods, companies that were so mighty, with such a long time ahead, that they seemed almost immortal. (A Californian redwood can live for over 2,000 years.) But when In 1995, another economist, Leslie Hannah revisited the list of the world’s largest…

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