Dom & Graham’s themes and trends: cloud computing
Informal discussions about the key themes changing the world of investment – and the world

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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.
This article is issued by Cazenove Capital which is part of the Schroders Group and a trading name of Schroder & Co. Limited, 1 London Wall Place, London EC2Y 5AU. Authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Nothing in this document should be deemed to constitute the provision of financial, investment or other professional advice in any way. Past performance is not a guide to future performance. The value of an investment and the income from it may go down as well as up and investors may not get back the amount originally invested.
This document may include forward-looking statements that are based upon our current opinions, expectations and projections. We undertake no obligation to update or revise any forward-looking statements. Actual results could differ materially from those anticipated in the forward-looking statements.
All data contained within this document is sourced from Cazenove Capital unless otherwise stated.
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