US tech stocks

Lachlan Hughes

Investors continue to use technology companies as a proxy for risk, but we need to consider the value of individual stocks in the sector. As we survey the recent sell off in US tech outside our portfolio, we believe many of the share price falls are justified by company valuations.... Show More

Peter Wilmshurst

In the past companies used to buy a database, install it on their hardware, and deploy it locally. But what we've seen over the last few years is the rise of cloud computing, a significant evolution in the way in which we save, store and access data, and that has... Show More