Tech's trillion-dollar cloud
U.S. tech companies may see their brightest future in cloud services, a $1 trillion addressable market. Portfolio Manager John Boselli assesses the opportunity.
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What does the U.S. administration hope to achieve in a trade war with China? These are the top three possibilities, says Alex Wolf of Standard Life Investments.
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Why blending active and passive strategies is right for investors
Active/passive isn't an either/or. Learn how investors can benefit by combining both approaches in the same portfolio.
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Consider long/short equity as the business cycle matures
Long/short equity approaches have historically outperformed during later periods of the business cycle—learn which late-cycle indicators are mounting right now.
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Tech's trillion-dollar cloud
U.S. tech companies may see their brightest future in cloud services, a $1 trillion addressable market. Portfolio Manager John Boselli assesses the opportunity.
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Amazon proves it's anything but overvalued
In its Q2 earnings results, Amazon showed it can still be a major disruptor. We discuss the impact of high-margin business on the e-commerce giant’s bottom line.
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