cloud

Why bother investing in Australia at all?

A colleague and I just returned from a busy trip visiting 16 public companies in the US, taking us everywhere from New York City to Winona, Minnesota (population:...

The adoption of the cloud is arguably one of the most significant business transformations we have seen since the early days of the world wide web. Given ongoing...

Just a year ago, when reports first emerged of a novel coronavirus outbreak in Asia, few could have predicted the duration and level of economic and societal...

Technology has kicked off a multi-year journey where consumers are accelerating the pace of adoption of the cloud, e-commerce and other technologies, while businesses...

Cloud computing is a global megatrend that is being led by technology giants Microsoft, Amazon and Google in a market that is growing at 30% per annum. But what does...

The COVID-19 outbreak at the beginning of this year was unexpected, yet the opportunity it has brought to the cloud computing industry is also unprecedented.The...

The global economy has suffered a fierce blow as the COVID-19 pandemic has spared few – if any – regions and industries. Equity markets have followed suit as the hit...

The lyrics “turn and face the strange” from David Bowie’s 1971 hit song “Changes” could not be a more fitting way to describe the challenges investors are facing...

Brace yourselves for a rush of IPOs over the next decade as Aussie companies create wealth by doing things better, smarter and more efficiently than our existing...

A well-researched and dynamic stock watch list is the bedrock of a good investment strategy that delivers value over the long-term. This holds true for professional...