14 November 2026

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Division 296: the initial moves to make before the windows close The retirement scorecard: how many of these questions can you answer?Testamentary trusts: Treasury has picked the wrong reading Superannuation’s structural failings Avoid unnecessary CGT with this estate planning clause

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Home / Cloud Computing

Cloud Computing

1-8 out of 8 results.

Investing in the backbone of the digital age

Eric Marais
16 April 2025
3

Semiconductors are used to make microchips and are essential to a vast range of technology and devices. This looks at what’s driving demand for chips, how the industry is evolving, and favoured stocks to play the theme.

DigiCo REIT and the data centre opportunity

Stuart Cartledge
12 February 2025
1

Data centres offer compelling growth prospects. But their potential hasn't gone unnoticed, and DigiCo appears to be buying properties in a seller’s market, resulting in better opportunities being found elsewhere.

Where to find the opportunities of the future

Nick Griffin
4 May 2022
2

It is a tough time to be investing in growth stocks but there may be ways investors can take advantage of lower prices and be well positioned when the market and interest rates return to normality.

Why AI is today’s most important investment theme

Andrew Macken
2 March 2022
6

Three companies rank as amazing 'hyperscalers' which will revolutionise industries as Artificial Intelligence and Machine Learning change the way business is done. They deserve a place in most portfolios.

The next big thing: global markets and the emerging consumer

Nick Griffin
19 May 2021
1

A structural theme that will drive future earnings growth is the ‘emerging consumer’. The rising wealth in emerging economies will drive sub-sectors such as luxury goods, cosmetics, travel, global brands and alcohol.

Cloud computing is an unheralded success

Michael Collins
28 February 2019
1

Favourable economics and greater security foster the sharing of remote IT resources, and it has revolutionised how companies meet their computing requirements. The cloud's share will only get bigger.

The silver lining really is in the cloud

Warryn Robertson
8 September 2016

Just because a company is identified as high quality and part of a target universe does not make it a buy. The market has already bid up some good companies, so the search for value must turn elsewhere.

The shift to the cloud

Michael Poulsen
18 September 2015
2

Small and medium sized businesses are experiencing a shift from on-premises IT resources to cloud computing. It has quickly affected investment decisions as IT vendors and buyers adapt to this new way of doing things.

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Most viewed in recent weeks

Division 296: the initial moves to make before the windows close

What if the best superannuation strategy isn't about earning more, but acting before your options disappear? Several overlooked planning windows are narrowing, with consequences that can last for decades.

Liam Shorte
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From the maths of retirement, estimating spending and picking the right asset allocation to survive a poor decade, here are the questions every retiree – current or future – should be able to answer for themselves.

Mark LaMonica CFA
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Testamentary trusts: Treasury has picked the wrong reading

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Rachael Rofe
21 October 2026

Superannuation’s structural failings

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Ron Bird
4 November 2026

Avoid unnecessary CGT with this estate planning clause

A simple estate plan can create a ticking time bomb. One overlooked clause can pit spouses against children, delay inheritances, and potentially leave a family facing an unexpected tax bill worth hundreds of thousands of dollars.

Shani Jayamanne
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Higher yields are creating opportunities in global bonds

Bond markets are adjusting to a new reality, but not in the ways investors expect. With markets repricing and capital competing for attention, investors may need to rethink where resilience and opportunity lie.

Eric Souders
7 October 2026

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