Snapshot - Strategy & economics

Dom & Graham’s themes and trends: cloud computing

Informal discussions about the key themes changing the world of investment – and the world

29/08/2019

Dominic Liversedge

Dominic Liversedge

Portfolio Director

Graham Harrington

Graham Harrington

Portfolio Director

In this new series of monthly video updates, our equity specialists Dominic Liversedge and Graham Harrington discuss the key themes and trends that are shaping their investment outlook.

These are issues that will affect us all. They are changing the way we live and work. They are also having a huge impact on investments, with disruption from new technologies threatening many established businesses.  

In the first of the series, Dom and Graham discuss Cloud Computing. The Cloud allows businesses to take their IT “out of the basement” and access systems and services online, at lower cost and more efficiently.

The market is experiencing huge growth, yet only 20% of large global businesses have made the switch so far, according to one influential study. This suggests it still offers huge potential.

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