Dom & Graham’s themes and trends: cloud computing

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.

The opinions contained herein are those of the author and do not necessarily represent the house view. This document is intended to be for information purposes only. The material is not intended as an offer or solicitation for the purchase or sale of any financial instrument. The material is not intended to provide, and should not be relied on for, accounting, legal or tax advice, or investment recommendations. Information herein is believed to be reliable but Cazenove Capital does not warrant its completeness or accuracy. No responsibility can be accepted for errors of fact or opinion. This does not exclude or restrict any duty or liability that Cazenove Capital has to its customers under the Financial Services and Markets Act 2000 (as amended from time to time) or any other regulatory system. Cazenove Capital is part of the Schroder Group and a trading name of Schroder & Co. Registered Office at 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. For your security, communications may be taped and monitored. 

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