Netflix

We recently hosted our latest Market Thinker’s podcast on the topic of ‘cloud computing’, which despite seeing double-digit growth for close to a decade, is still considered an emerging ‘theme’. The pandemic has forced businesses large and small to accelerate their adoption of cloud computing and other disruptive technologies, and the resulting growth rates have…

In hindsight, March 2nd, 2020, as the world started to get to grips with the scale of the global health emergency that was unfolding in the form of the Covid-19 pandemic, was an inauspicious time to launch a new investment product. In fact, the S&P/ASX 200 Index is down 19% since that day – after…