Disruption has been a very popular theme with investors in 2021. We have seen a record number of investors flock to ETFs that provide exposure to disruptive themes, such as cloud computing, battery technology, hydrogen and clean energy as investors look to take advantage of some of these long term disruptive trends.

In this month’s episode Martin speaks with Alex Pollak at Loftus Peak to explore the investment case for disruptive businesses, including what type of disruptive companies Loftus Peak look out for, real life stock stories involving disruptive companies and how Loftus Peak are navigating rising inflation pressures and China’s recent crackdown on tech firms.

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