Investment opportunity

Latest news and analysis on Investment opportunity

Investment Theme

The foggy skies will clear for cloud computing

The cyclical nature of cloud spend is a positive signal, demonstrating the flexible and scalable nature of cloud computing.
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Sally Fang
Swell Asset Management
Equities

Amazon's trillion-dollar cloud computing unit strengthens despite macro constraints

Introduction In 2012, Amazon Web Services (AWS) held its first cloud computing focused global customer and partner re:Invent conference in Las Vegas, drawing 5,000...
Sally Fang
Swell Asset Management
Equities

When volatility provides opportunity

This Magellan Minutes series is designed to provide you with concise, relevant and digestible talking points on global markets, each in under 10 minutes. Join senior...
Magellan Financial Group
Magellan
Funds

Regardless of the worry surrounding sharemarkets, there is always a place to invest.

Since the start of 2022 the share market has been weak with the MSCI ACWI declining 15.6%. This is resulting in widespread atrophy and panic as people question...
Joy Yacoub
Pella Funds Management