Embrace disruption in your portfolios now

It's time to disrupt traditional definitions of “disruption”. Once a story just for the tech sector, disruption is now all-encompassing. And whilst technology may be at the heart of changes like developing artificial intelligence (AI) and increased cyber security, this new wave of disruption could shape every aspect of our daily lives.

The implications will be profound and exponential – and many of the themes that arose from the Covid-19 pandemic will likely be permanent fixtures. It's time for investors to make their move.

We are all agents of disruption

Disruption is already all around us – providing new technologies, shifting consumer behaviour, and enabling us to act on sustainable values. Without thinking, we have embraced several possibilities presented by disruption in all areas of our lives.

Smiling couple with a bike in the street
Leisure & lifestyle
LEARN MORE
Leisure & lifestyle

The movies we stream are automatically tailored to our evolving personal preferences.

Electric vehicles and other forms of greener travel are becoming more mainstream.

Meeting in a modern room
Stronger connections
LEARN MORE
Stronger connections

Video conferencing has moved beyond the workplace, and now enables families and friends around the world to stay in touch

Our four-legged friends increasingly benefit from tailored food programmes, flexible boarding and enhanced veterinary care.

Woman walking on a Treadmill while wearing VR headset on her head
Health & wellbeing
LEARN MORE
Health & wellbeing

Artificial Intelligence (AI) is enhancing diagnoses and building comprehensive customised treatment plans

Tailored exercise plans with virtual trainers are driving new personal health and fitness programmes.

Make your move. Re-think how portfolios are constructed

Wherever you sit in the investment value chain, there’s an urgent need to think differently, navigate the challenges and identify the opportunities of this wave of disruption. Though disruption at this scale can be unsettling, investors can participate in this global shift to seek growth potential. Allianz Global Investors is here to support you in embracing and seizing opportunities.

coins icon

Search for alpha, including financial and “outcome-linked” alpha

sport trainers icon

Stay agile in the face of changing market conditions

chart icon

Include a thematic approach when investing

Allianz Global Investors Academy

In our Allianz Global Investors Academy you can access the most current topics and strategies, packaged into interactive and easy to digest learning modules.

We are dedicated to sharing our knowledge, helping you to make the right investment decisions.

Disruption has always been around us, but we are moving to a new “survival of the fittest” digital era.

It is time to rethink what we thought we knew about disruption since it was once primarily associated with the technology sector. We take a look at topics such as aquaculture, genomic sequencing and the pet market, all being driven by the new shift in a profound way, making disruption a critical factor for investors when building their portfolios.

Start now

Check out more insights and resources

Learn more

Learn more

Learn more

Learn more

Learn more

Watch video

Discover our investable themes

Appreciating China

Appreciating 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

Navigating Rates

Navigating Rates

To stay focused on their goals, investors may need to reposition portfolios to factor in rising interest rates, shifting inflation expectations, and fluctuating exchange rates. Geopolitical turbulence is creating new flash points. Volatility is set to be a hallmark of the coming period, with countries and regions on different paths in terms of growth and monetary policy. 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 will 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

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.

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

Investing involves risk. The value of an investment and the income from it will fluctuate and investors may not get back the principal invested. Past performance is not indicative of future performance. This is a marketing communication. It is for informational purposes only. This document does not constitute investment advice or a recommendation to buy, sell or hold any security and shall not be deemed an offer to sell or a solicitation of an offer to buy any security.

The views and opinions expressed herein, which are subject to change without notice, are those of the issuer or its affiliated companies at the time of publication. Certain data used are derived from various sources believed to be reliable, but the accuracy or completeness of the data is not guaranteed and no liability is assumed for any direct or consequential losses arising from their use. The duplication, publication, extraction or transmission of the contents, irrespective of the form, is not permitted.

This material has not been reviewed by any regulatory authorities. In mainland China, it is for Qualified Domestic Institutional Investors scheme pursuant to applicable rules and regulations and is for information purpose only. This document does not constitute a public offer by virtue of Act Number 26.831 of the Argentine Republic and General Resolution No. 622/2013 of the NSC. This communication's sole purpose is to inform and does not under any circumstance constitute promotion or publicity of Allianz Global Investors products and/or services in Colombia or to Colombian residents pursuant to part 4 of Decree 2555 of 2010. This communication does not in any way aim to directly or indirectly initiate the purchase of a product or the provision of a service offered by Allianz Global Investors. Via reception of his document, each resident in Colombia acknowledges and accepts to have contacted Allianz Global Investors via their own initiative and that the communication under no circumstances does not arise from any promotional or marketing activities carried out by Allianz Global Investors. Colombian residents accept that accessing any type of social network page of Allianz Global Investors is done under their own responsibility and initiative and are aware that they may access specific information on the products and services of Allianz Global Investors. This communication is strictly private and confidential and may not be reproduced. This communication does not constitute a public offer of securities in Colombia pursuant to the public offer regulation set forth in Decree 2555 of 2010. This communication and the information provided herein should not be considered a solicitation or an offer by Allianz Global Investors or its affiliates to provide any financial products in Brazil, Panama, Peru, and Uruguay. In Australia, this material is presented by Allianz Global Investors Asia Pacific Limited (“AllianzGI AP”) and is intended for the use of investment consultants and other institutional/professional investors only, and is not directed to the public or individual retail investors. AllianzGI AP is not licensed to provide financial services to retail clients in Australia. AllianzGI AP is exempt from the requirement to hold an Australian Foreign Financial Service License under the Corporations Act 2001 (Cth) pursuant to ASIC Class Order (CO 03/1103) with respect to the provision of financial services to wholesale clients only. AllianzGI AP is licensed and regulated by Hong Kong Securities and Futures Commission under Hong Kong laws, which differ from Australian laws.

This document is being distributed by the following Allianz Global Investors companies: Allianz Global Investors U.S. LLC, an investment adviser registered with the U.S. Securities and Exchange Commission; Allianz Global Investors Distributors LLC, distributor registered with FINRA, is affiliated with Allianz Global Investors U.S. LLC; Allianz Global Investors GmbH, an investment company in Germany, authorized by the German Bundesanstalt für Finanzdienstleistungsaufsicht (BaFin); Allianz Global Investors (Schweiz) AG; in HK, by Allianz Global Investors Asia Pacific Ltd., licensed by the Hong Kong Securities and Futures Commission; ; in Singapore, by Allianz Global Investors Singapore Ltd., regulated by the Monetary Authority of Singapore [Company Registration No. 199907169Z]; in Japan, by Allianz Global Investors Japan Co., Ltd., registered in Japan as a Financial Instruments Business Operator [Registered No. The Director of Kanto Local Finance Bureau (Financial Instruments Business Operator), No. 424], Member of Japan Investment Advisers Association, the Investment Trust Association, Japan and Type II Financial Instruments Firms Association; in Taiwan, by Allianz Global Investors Taiwan Ltd., licensed by Financial Supervisory Commission in Taiwan; and in Indonesia, by PT. Allianz Global Investors Asset Management Indonesia licensed by Indonesia Financial Services Authority (OJK).

2300293