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The rules of the game are changing.

Technological disruption
Disrupción tecnológica
Categoría
Investment funds
Tipo de contenido
Actualidad
Tiempo de lectura
minutos
Publicado
20 Oct 2022
The appearance of a new product or emerging technology, changes in consumer habits or new government regulations can upend an entire established and dominant industry. Determining factors to bring about a change that will affect society as a whole.

Why invest in this trend?

  • Everything is changing at an increasingly faster pace.
    The pace of transformation in many sectors is faster and more tangible than ever. The reasons? Climate change, population ageing, technological innovation... There are many factors that make these transformations visible.
  • Small companies making their way among the big ones.
    Technological disruption is not only present in obvious sectors such as telecommunications, software, distribution or the pharmaceutical industry. We are living in times of change, in which some large companies are being displaced by small, agile, innovative companies with an intensive use of technology: startups.
  • 5G, artificial intelligence, cloud computing... A historic time.
    Trends that will be key to economic development in the coming years form part of this process of technological disruption, a process that is attracting large volumes of investment.
5G 1,3 billonesde dólares Se calcula que el despliegue de la 5G en todos los sectores añadirá al PIB mundial de aquí a 2030. Inteligencia artificial Se prevé que el gasto mundial en IA se duplique en los próximos cuatro años, creciendo hasta más de 110.000 millones de dólares en 2024. 345.000 millones de dólares en los próximos años. Innovación en elmodelo de negocio Los ingresos globales por servicios alcanzarán los Computación en la nube Se espera que el gasto mundial de los usuarios de la nube pública aumente un en 2022, en comparación con 2020. +41%
5G 1,3 billonesde dólares Se calcula que el despliegue de la 5G en todos los sectores añadirá al PIB mundial de aquí a 2030. Inteligencia artificial Se prevé que el gasto mundial en IA se duplique en los próximos cuatro años, creciendo hasta más de 110.000 millones de dólares en 2024. 345.000 millones de dólares en los próximos años. Innovación en elmodelo de negocio Los ingresos globales por servicios alcanzarán los Computación en la nube Se espera que el gasto mundial de los usuarios de la nube pública aumente un en 2022, en comparación con 2020. +41%
Technological disruption is nothing new: we are facing what has come to be known as the “sixth wave” of technological innovation.
However, the trends of change and disruption that we expect are getting closer to each other and happening at an increasingly faster pace. If the first wave was developed over a period of 60 years, the wave we are experiencing is estimated to last only 25 years, bringing with it two consequences that will define business:
  • Increased turnover of dominant companies.
    In 1958, a company remained on Standard & Poor's ratings for an average of 61 years; this is now down to 20 years. This factor reveals a much more competitive environment in which innovation will be decisive to avoid being left behind.
  • Greater difficulty maintaining leadership.
    In 2000, the five largest companies in the S&P Index accounted for 18% of total volume. Currently, these companies represent just 8%, and only Microsoft remains in the Top 5.

The sixth wave is not the technology of the future, it is the technology of tomorrow.

Current technology vs. future technologies.

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invertir-en-disrupcion-tecnologica

Source: Blackrock

Technology companies, the heavyweight of the stock market indices:

  • Greater presence.
    Throughout the last decade, and despite the turnover among the leading companies in this process of disruption, technology companies have consistently increased their presence in the stock market indices.
  • Greater return.
    Over the last 20 years, technology companies have generated 17% of the returns in the MSCI World.

6% in 2000
29% in 2022
Source: Blackrock

Investment universe

The investment universe is focused on growth or high-quality growth companies, strategies with high valuations and high growth forecasts, taking into account the disruptive characteristics of the companies.

  • Identification of sectors susceptible to disruption processes and, within those sectors, the companies capable of carrying them out.
  • Companies with strong competitive advantages, with good disruptive positioning, growth, financial strength and that meet the criteria of environmental, social and governance (ESG) responsibility.

What do the experts think?

  • 2023: It is estimated that for that year, the total revenue of the global artificial intelligence market will break the USD 400 million barrier.
  • 2024: According to the Global data report, the global IoT market will reach a revenue value of up to USD 1.1 trillion.
  • 2030: The number of connected devices will be 1 trillion, compared to the 50 million that exist today.

Our investment proposal

The value of investment funds1 can fall as well as rise, and you may get back less than you invested.
ISIN
Fund
Risk profile
Issuance
Fees2
Contribution minimum
Fact sheet/Subscribe
LU0225737302
MORGAN STANLEY INVESTMENT FUNDS US ADVANTAGE "A" ACC
High
USD
1,40%
1000 €
DE000DWS29E6
DWS SMART INDUSTRIAL TECHNOLOGIES "LC" (EUR) ACC
High
EUR
1,25%
1000 €
FR0014009V22
BANKINTER METAVERSO BY EDR A
High
EUR
1,65%
1000 €
LU1548497699
ALLIANZ GLOBAL ARTIFICIAL INTELLIGENCE "AT" (EUR) ACC
High
EUR
1,75%
1000 €