Cyber risk is one of few tangible threats that we experience on an individual, national and global level all at once. Kara Marciscano explains how investors can seek to take advantage of this historic opportunity for the cybersecurity industry.

The private and public cloud markets are fast-moving, and innovative new companies continually emerge from the pipeline. But benchmarks preclude market cap-weighted ETFs from adding many of these companies to their offerings. Kara Marciscano explains how WCLD’s approach accounts for the latest developments.

For six years, Bessemer Venture Partners, along with Forbes and Salesforce Ventures, have published the Cloud 100, the definitive ranking of the top 100 private cloud companies. Kara Marciscano outlines key takeaways for investors from this year’s event.

Following post-COVID-19 lows, there has been an uptick in the level of buybacks within the S&P 500. Against this backdrop, Kara Marciscano makes the case that investors should consider leaning into quality and shareholder yield in the back half of 2021. 

On Sunday, July 18, 2021, Zoom Video Communications, Inc., announced its intention to acquire Five9, Inc. Kara Marciscano discusses this acquisition as a part of the continued M&A activity in the cloud industry.