10th June 2019

Baillie Gifford: Amazon – Head in the Cloud

In the eyes of Amazon boss Jeff Bezos, the likely impact of ’the Cloud’ is still not fully understood. He sees it as a fundamental change in computing that will play out over decades. Scottish Mortgage’s Tom Slater considers the opportunities this might present.

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Investment Commentary, Investments, Technology, Tech

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Aberdeen: Resilience by design: multi-asset portfolios for volatile markets

A look at the benefits of deliberate, long-term multi-asset portfolio construction.

BNP Paribas: View from the markets: Fair weather outlook

Increased US share issuance is a sign of equity market exuberance, with investors focused on the exceptional outlook for earnings.

M&G: What is a safe haven now?

Are traditional safe haven assets still delivering? Explore how changing market conditions are reshaping where resilience can be found.

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