After a successful week of cloud company initial public offerings, Kara Marciscano discusses how investors can potentially position for the evolution of the cloud industry.
The new rate hike cycle has provided lower valuation entry points for investors seeking exposure to megatrends. Kara Marciscano gives an overview of a few of our megatrend Funds and recaps their recent performances.
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The drawdown in many stocks focused on cloud computing software has been, in a word, unbelievable. Christopher Gannatti discusses what this means for the future of cloud computing.
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There are no 'do-overs' in investing, however, we can learn a lot from history. Following the sector’s recent correction, Christopher Gannatti looks back at the cloud computing industry over the past few years.
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As we’ve all heard by now, interest rates are on the rise. Christopher Gannatti explains how rate hikes may affect cloud companies in 2022.
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Since the November Fed meeting, there have been expectations that the Fed will begin raising interest rates in 2022. Kara Marciscano checks in on a few of our megatrend Funds and discusses how they have been impacted by recent Fed guidance.
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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.
