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  1. Disruptive Technology Channel

Latest Articles

Disruptive Technology Channel

Disruptive Theme of the Week: Emerging Markets Fintech

Jane Edmondson Jul 15, 2025

Financial technology (fintech), broadly speaking, allows the remote delivery of financial...

Disruptive Technology Channel

AI Posts Strong Q2 Returns as Inference Economy Takes Hold

Zeno Mercer Jul 09, 2025
Disruptive Technology Channel

The AI Arms Race Heats Up: June's Robotics & Automation Playbook

Zeno Mercer Jul 02, 2025
Disruptive Technology Channel

Disruptive Theme of the Week: Video Gaming

Jane Edmondson Jul 01, 2025

More Disruptive Technology Channel Articles

Artificial Intelligence Discussion Closes Out Midyear Symposium
Disruptive Technology Channel

Artificial Intelligence Discussion Closes Out Midyear Symposium

Evan HarpJun 30, 2025
2025-06-30

Thematic ETFs are making a comeback, and one theme in particular dominates conversation....

Midyear Symposium Covers Thematic Comeback
Disruptive Technology Channel

Midyear Symposium Covers Thematic Comeback

Evan HarpJun 26, 2025
2025-06-26

Thematic ETFs might have fallen somewhat out of favor in the era of nonstop megacap growth, but...

The Robotics Discount is Real
Disruptive Technology Channel

Robotics Is Real. The Discount Is Too

Zeno MercerJun 25, 2025
2025-06-25

During our June 5th ROBO Global Webcast, we covered three key themes driving the robotics and AI...

The Robot Will See You Now & AI Will Read Your Results
Disruptive Technology Channel

The Robot Will See You Now & AI Will Read Your Results

Rafael SilvaJun 18, 2025
2025-06-18

Healthcare has always been a field of captivating news, consistently capturing our attention with...

Disruptive Theme of the Week: Uranium & Nuclear
Disruptive Technology Channel

Disruptive Theme of the Week: Uranium & Nuclear

Jane EdmondsonJun 17, 2025
2025-06-17

Meta recently announced a 20-year deal to buy nuclear power from a Constellation Energy plant in...

Investment Opportunities as AI, Robots Transform Labor
Disruptive Technology Channel

Investment Opportunities as AI, Robots Transform Labor

ROBO GlobalJun 11, 2025
2025-06-11

The question isn’t whether robots will transform global labor markets. It’s how...

3 Themes That Have Been Working!
Disruptive Technology Channel

Disruptive Theme of the Week: These 3 Themes Have Been Working!

Jane EdmondsonJun 10, 2025
2025-06-10

The market temperature for risk may be shifting, with markets back in positive territory for the...

USA Robotics & AI 'Manhattan Project'
Disruptive Technology Channel

$50 Trillion Opportunity: USA Robotics & AI 'Manhattan Project'

Zeno MercerJun 04, 2025
2025-06-04

For four decades, the USA has relied on debt-financed consumption and a service-heavy economy to...

Heart Monitors Are Improving
Disruptive Technology Channel

Healthcare Tech & Innovation: Heart Monitors Improving

Rafael SilvaJun 03, 2025
2025-06-03

Healthcare and technology innovation has far-reaching impacts that can truly transform and save...

Top AI & Robotics News You May Have Missed In April
Disruptive Technology Channel

Top AI & Robotics News You May Have Missed In April

Zeno MercerMay 12, 2025
2025-05-12

The Artificial Intelligence and Robotics sectors saw significant developments in April 2025,...

Music an Economically Resilient Theme
Disruptive Technology Channel

Disruptive Theme of the Week: Music an Economically Resilient Theme

Jane EdmondsonMay 02, 2025
2025-05-02

Investors looking for economically resilient themes amid tariffs and other global economic...

How AI and Robotics Are Transforming Real Estate
Disruptive Technology Channel

How AI and Robotics Are Transforming Real Estate

Zeno MercerMay 01, 2025
2025-05-01
  • From design studios to construction sites to building operations, AI and robotics are driving a...
Toyota News Reinforces M&A Tailwind
Disruptive Technology Channel

Toyota News Reinforces M&A Tailwind for Robotics/Automation

Zeno MercerApr 30, 2025
2025-04-30

The potential for M&A remains a tailwind for companies in the Robotics and Automation sector,...

Global Infrastructure ETFs
Disruptive Technology Channel

Disruptive Theme of the Week: Global Infrastructure ETFs

Jane EdmondsonApr 24, 2025
2025-04-24

Looking for an investment theme that is working this year despite tariff headwinds and recession...

Robotics, Automation Valuations Fall Despite Good Outlook
Disruptive Technology Channel

Time to Buy? Robotics & Automation Valuations Fall Despite Constructive Outlook

Elle Caruso Fitzgerald
2025-04-23

Now could be an attractive entry point for investors looking to add exposure to the robotics and...

Creative Platforms May Outperform Technical Ones
Disruptive Technology Channel

Content Advantage: Why Creative Platforms May Outperform Technical Ones in the AI Era

Zeno MercerApr 16, 2025
2025-04-16

AI is democratizing technical capabilities across industries. Yet a subtle but profound shift is...

Tariff Resistant & Adjacent Disruptive Themes
Disruptive Technology Channel

Disruptive Theme of the Week: Tariff-Resistant & Adjacent Themes

Jane EdmondsonApr 15, 2025
2025-04-15

On April 2, designated “Liberation Day” by the Trump Administration, the U.S....

Energy Constraints & Cloud Computing in the AI Era
Disruptive Technology Channel

Future-Proofing Investments: Energy Constraints & Cloud Computing in the AI Era

Zeno MercerApr 10, 2025
2025-04-10

As AI capabilities expand, energy constraints are emerging as a critical limiting factor for...

Platform Value in the Age of Commoditized Intelligence
Disruptive Technology Channel

AI's Disruption of SaaS: Rethinking Platform Value in the Age of Commoditized Intelligence

Zeno MercerApr 08, 2025
2025-04-08

The rapid evolution of AI capabilities is fundamentally transforming the software-as-a-service...

AI, Robotics & China's Manufacturing Revolution
Disruptive Technology Channel

The Tipping Point: AI, Robotics & China's Manufacturing Revolution

Zeno MercerApr 04, 2025
2025-04-04

As global competition in AI and robotics intensifies, industry observers note we’ve reached...

Europe Defies Low Expectations
Disruptive Technology Channel

Disruptive Theme of the Week: Europe Defying Low Expectations

Jane EdmondsonMar 31, 2025
2025-03-31

While U.S. investors may be disappointed with this year’s choppy first-quarter performance,...

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Is Your Portfolio Positioned With Enough Global Exposure?

ETF Education Channel

How to Allocate Commodities in Portfolios

Tom LydonApr 26, 2022
2022-04-26

A long-running debate in asset allocation circles is how much of a portfolio an investor should...

Core Strategies Channel

Why ETFs Experience Limit Up/Down Protections

Karrie GordonMay 13, 2022
2022-05-13

In a digital age where information moves in milliseconds and millions of participants can transact...

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