Cloud Computing continues to exhibit strong growth in 2022When you think about cloud computing companies this year, the most likely starting point will be performance1:
- The BVP Nasdaq Emerging Cloud Index, from its high last November to its near-term low in June, fell 60.20%.
- This compares to the S&P 500 and Nasdaq 100 Indices, down 21.21% and 31.17% r
Central bank policy has catalysed a valuation opportunity2020 and 2021 saw investors putting record amounts of investments into thematic funds. Whilst no two thematic funds are the same, two things in particular were noticeable:
1. Strategies focused on software were able to showcase very strong revenue growth metrics, in many cases providing solutions th
Cloud computing: Beyond the fog of macro2022, so far, has been a year of the value style of investing outperforming the growth style, and few megatrends in recent years have been more growth oriented than cloud computing. Big stories and sales growth went from being in favour during 2020 and 2021 to being completely out of favour in an en
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