Insight Article Desktop Banner
 
 
EDGE
  •  
agosto 09, 2023

Disruptive Change Research

Insight Video Mobile Banner
 
agosto 09, 2023

Disruptive Change Research


EDGE

Disruptive Change Research

Share Icon

agosto 09, 2023

 
 

Past, Present, Future

  • For almost two decades, Counterpoint Global has had a dedicated research effort focused on disruptive technologies and business models which helps the team maintain broader perspective and identify the opportunities and risks that disruption can present to long-term enterprise value creation.
  • This focus on disruption has provided multiple benefits—it reinforces our long-term mindset, helps us manage risk, and reduces errors of omission.
  • Past successful research into disruption includes the shift to digital advertising, which grew from 3% of advertising dollars when we started to focus on it to 72% last year, and the transition to cloud computing, which has significantly reduced costs for companies since we began our research on it in 2005.
  • We first began digging into artificial intelligence in 2016, and currently believe it has the potential to be the most disruptive technology, touching every aspect of our lives and creating large opportunities and risks for investors over the next 5 to 10 years.
  • With lessons learned across nearly two decades, the Counterpoint Global team continues to apply the same curiosity, verve and vigilance to researching new technologies and business models, and integrating that added value into our overall research process.

 

Click on the PDF to read the full report.

 
Article Team Image
 
Counterpoint Global’s culture fosters collaboration, creativity, continued development, and differentiated thinking.
 
 
 
 
 

RISK CONSIDERATIONS

There is no assurance that a Portfolio will achieve its investment objective. Portfolios are subject to market risk, which is the possibility that the market values of securities owned by the Portfolio will decline and that the value of Portfolio shares may therefore be less than what you paid for them. Market values can change daily due to economic and other events (e.g. natural disasters, health crises, terrorism, conflicts and social unrest) that affect markets, countries, companies or governments. It is difficult to predict the timing, duration, and potential adverse effects (e.g. portfolio liquidity) of events. Accordingly, you can lose money investing in this Portfolio. Please be aware that this Portfolio may be subject to certain additional risks. In general, equities securities’ values also fluctuate in response to activities specific to a company. Investments in foreign markets entail special risks such as currency, political, economic, market and liquidity risks. The risks of investing in emerging market countries are greater than risks associated with investments in foreign developed countries. Privately placed and restricted securities may be subject to resale restrictions as well as a lack of publicly available information, which will increase their illiquidity and could adversely affect the ability to value and sell them (liquidity risk). Derivative instruments may disproportionately increase losses and have a significant impact on performance. They also may be subject to counterparty, liquidity, valuation, correlation and market risks. Illiquid securities may be more difficult to sell and value than public traded securities (liquidity risk).

The views and opinions are those of the author as of the date of publication and are subject to change at any time due to market or economic conditions and may not necessarily come to pass. The views expressed do not reflect the opinions of all investment personnel at Morgan Stanley Investment Management (MSIM) and its subsidiaries and affiliates (collectively the Firm”), and may not be reflected in all the strategies and products that the Firm offers.

This material is for the benefit of persons whom the Firm reasonably believes it is permitted to communicate to and should not be forwarded to any other person without the consent of the Firm. It is not addressed to any other person and may not be used by them for any purpose whatsoever. It expresses no views as to the suitability of the investments described herein to the individual circumstances of any recipient or otherwise. It is the responsibility of every person reading this material to fully observe the laws of any relevant country, including obtaining any governmental or other consent which may be required or observing any other formality which needs to be observed in that country.

This material is a general communication, which is not impartial, is for informational and educational purposes only, not a recommendation to purchase or sell specific securities, or to adopt any particular investment strategy. Information does not address financial objectives, situation or specific needs of individual investors.

Any charts and graphs provided are for illustrative purposes only. Any performance quoted represents past performance. Past performance does not guarantee future results. All investments involve risks, including the possible loss of principal.

Prior to making any investment decision, investors should carefully review the strategy’s relevant offering document. For the complete content and important disclosures, refer to the article PDF.

 

Esta es una comunicación con fines comerciales.

Es importante que los usuarios lean las Condiciones de uso antes de proceder, ya que explican ciertas restricciones legales y reglamentarias aplicables a la difusión de la información relativa a los productos de inversión de Morgan Stanley Investment Management.

Los servicios descritos en este sitio web pueden no estar disponibles en todas las jurisdicciones o para todas las personas. Para obtener más información, consulte nuestras Condiciones de uso.


Privacidad    •    Condiciones de uso

©  Morgan Stanley. Reservados todos los derechos.