Individual Investors

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Cloud computing, which involves renting someone else’s computer power or using software on the internet, is one of the fastest-growing technologies in the world. It is very helpful for businesses and consumers, as it spares them the Penrose steps of constantly buying new hardware and installing new software. While cloud is not a new technology as such, accelerating internet speeds globally have made it far more viable in recent years. As with any growth story, investors are wondering how they can get in. A task made more complicated by the extreme valuations of many pure-play cloud companies. From where we sit, the best opportunity is in the FAANGs– Facebook, Amazon, Alibaba, Nvidia and Google. Not only are they the biggest cloud companies in the world, they are also more diversified and more reasonably valued than pure-plays. Below we have a look at each. ...
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Thematic investing exposes your portfolio to some of the major socioeconomic, environmental and technological themes of our times in a tailored way. So what does this actually mean and how can you use thematic investing in your portfolio? Download the whitepaper, here. What is thematic investing? Thematic portfolios look at long-term macro trends, such as robotics and automation, and then use various screens and information sources to identify the companies or assets which support this trend through infrastructure or services. It can span several sectors or even asset classes, for example, a thematic investment in technology is likely to include companies within the technology sector as well as those in other sectors which access this trend, such as Amazon or Netflix. Investment themes should be: ...