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Table of Contents
A Transforming World
Creative Disruption
At BofAML we see cyclical and secular trends transforming the world at a rapid and meaningful pace. In 2014 we launched our Transforming World framework to analyze investment themes driving and disrupting asset markets. See prior Transforming World pu...
The Innovation Cluster
BofAML’s View of Creative Disruption
Three Ecosystems of Creative Disruption
Creative Disruption & Markets
Tech & the Macro
The Bear Case
The Bull Case
BofAML on Tech & the Macro
On growth: GDP cannot count what is not bought
On productivity: the debate rages
On employment & wages: the outcome is inequality
On deflation: yes, but in a micro not a macro sense
Creative Disruption & Earth
BofAML’s view on the Cleantech Revolution
Disruption, People and Government
BofAML on Cybersecurity
Creative Disruption & Innovation
Internet of Things Ecosystem
Modern Industrial Wave leverages M2M IoT
IoT key for consumer innovation as well
Healthcare disruption leverages IoT ecosystem aspects
Even helping us to feed the world
Monsanto continues to grow its Climate Corp platform
The Sharing Economy Ecosystem
Asset Sharing (Lending) and Investing
Financial Technology (FinTech) Roiling Market Participants
On-Line Service Ecosystem
Household, personal and business services
Social Networking at Core of Sharing, Service
Important Disclosures
Other Important Disclosures