COVID 19—a necessary catalyst for accelerating innovative change

COVID 19—a necessary catalyst for accelerating innovative change

11-06-2020 | Article
In times of stability and steady equilibriums, innovative change is incremental. However, sudden shocks can accelerate change. The coronavirus pandemic is a shock that will ignite new ideas and innovation as well as reduce barriers to adoption by slow-moving industries accustomed to steady-state, business-as-usual scenarios.
  • Pieter Busscher
    Senior Portfolio Manager - RobecoSAM Smart Materials Strategy

Speed read

  • COVID-19 pandemic has taken companies beyond business-as-usual scenarios 
  • Continued uncertainties and new realities are driving technological innovation and adoption across industrial sectors
  • Unprecedented times will create unprecendented opportunities for companies within the Smart Materials Strategy

Though COVID-19 has straight-jacketed many industries in the short-term, over the long-term, the pain and strain caused by supply chain disruptions and mandatory lockdowns will drive renewed interest and investments in innovative technologies that prosper society.

“Necessity is the mother of all invention.“

If invention requires necessity, then accelerated innovation requires disruption.

The devastating disruption of COVID-19 provides the necessity that will catalyze industries to re-assess, re-focus, and re-double efforts to mitigate and manage risks within operations and supply chains. 

Though the coronavirus pandemic temporarily halted business operations and GDP growth, it has not and cannot halt the need for technological advances that produce better outputs with fewer inputs. 

Investing in disruptive products and processes that optimize materials, resources, and factors of production forms the core of the Smart Materials investment strategy. 


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