Technology has had a powerful effect on many industries in the Australian market, and identifying how companies can be improved - or disrupted - has the potential returns.

BlackRock Australia's head of fundamental active equities, Charlie Lanchester, explores how four key themes - mobile technology, cloud computing, artificial intelligence and data analytics - are transforming investment opportunities in Australian equities.

He believes that even in developed markets, change is inevitable, both because of technology and other factors. Which is why when he set up the Australian team, he was able to start constructing portfolios effectively from scratch. Read the article 'Embracing technology in Australian equities' here.