News & Views

A look at the major disruption factors that will impact the economy in the future

19th December 2023

Every year Baillie Gifford run a series of webinars that look at the major disruption factors that could impact the world’s economy in the future.

As a trusted partner, we thought our clients might like some insight into this too. And so we have provided links to each of the discussions that took place.

There’s a summary of each topic followed by a link to the webinar.


Disruption’s next wave: when software meets steel

– A growing number of companies are disrupting through innovation in both the digital and physical realms
– For example, Amazon’s online store depends on its investment in its hi-tech warehouses and delivery network
– A second type of company, including DoorDash, marries the two worlds by partnering with existing physical infrastructure providers rather than trying to supplant them

Here’s the link to the webinar >>


AI and the future of everything: a long-term perspective

– Advances in AI have been made possible thanks to huge gains in computation, driving demand for NVIDIA’s chips and other accelerated computing products
– New AI models may do more to reinforce the standing of the large tech platforms than disrupt them
– Healthcare and education are among sectors set to benefit, but long-term investors still need to consider companies on a case-by-case basis

Here’s the link to the webinar >>


Nuclear innovation: investing in a new atomic age

– Small fission-based modular reactors could make nuclear power less costly and more common
– Nuclear fusion has longer-term advantages, including safety and less waste
– One fusion pioneer, SHINE Technologies, is using the technology to create isotopes for nuclear medicines

Here’s the link to the webinar >>


Embracing the energy transition: imagining the future

– Discussing stories about possible futures can help us to anticipate opportunities and risks that might affect the companies we invest in
– We have created a series of climate change-related narratives to help us consider the years leading up to 2050
– Topics we are considering include the energy transition’s need for raw materials, changes to people’s diets and the possibilities of geo-engineering

Here’s the link to the webinar >>

The above does not constitute individual financial advice and advice should be sought for your specific needs. 

If you are interested in learning about what makes RobMac different and think that we can help, then please get in touch. If you would like to discuss your financial position further, you can arrange to meet with one of our financial advisers by scheduling a meeting here >>

* The value of an investment may go down as well as up, and you may get back less than you originally invested. Past performance is not a reliable indicator of future returns.