Netflix

Concerns over Facebook and Google behind move

Is sectoral diversification a 'dead cat bounce'?

Cuts cyclical exposure

We are concerned that the coronavirus could prove to be a headwind to short-term economic growth. At the moment, it is not clear whether the crisis will last a few months or longer.

Some firms will 'grow through the crisis'

The benefits of a broader approach to portfolio management

Netflix, Nvidia and Lululemon

After some volatility during the summer, Q4 2019 added to the rising tide experienced by European equity markets since the dip in late 2018.

Investing in 'subscription economy'

Transition to cloud computing is no passing fad