Cloud capex: digging the mout

Ali Unwin, Fund Manager & CTO

The four major cloud computing companies (Google, Microsoft, Amazon and Facebook) have all posted very strong revenue growth for the first quarter of 2018. More interesting from a long-term perspective is the outsized (and to some degree unexpected) increases in capital expenditure that each company showed…

Read more here


Investment risks

This Fund may have a high volatility rating and past performance is not a guide to future performance. The value of an investment and any income from it can fall as well as rise as a result of market and currency fluctuations and you may not get back the original amount invested. References to specific securities are for illustration purposes only and should not be taken as a solicitation to buy or sell these securities. Please remember that forecasts are not a reliable indicator of future performance. The content of this is formed from Neptune’s views as at the date of issue. We do not undertake to advise you as to any change of our views. Neptune does not give investment advice and only provides information on Neptune products. Please refer to the Prospectus for further details.

Recommended

3

When will ESG take off with advisers?

The buzz around sustainable and ethical investing has been growing in recent years as more people become environmentally and socially aware. In response, asset managers such as Schroders, Investec and Aegon have all jumped on the bandwagon and are pushing a vast array of funds with an ethical dimension as the appetite for responsible investment […]

1

The lowdown on new DB transfer value analysis rules

Transfer value comparator and appropriate pension transfer analysis to replace much-maligned TVAS report in October The latest instalment in the long-running debate around defined benefit transfers was revealed by the FCA just before Easter. It was the response to the consultation it ran last summer. However, the landscape has changed since that point, with the […]

taxes
2

Lifetime allowance tax take triples after threshold cut

Savers who breached the lifetime allowance paid a third more in tax bills last year, new figures show. Those who pass the £1.03m ceiling can be charged up to 55 per cent, and according to a freedom of information request to HM Revenue & Customs, taxes related to LTA breaches nearly trebled to £110m in 2016/2017, from […]

Newsletter

News and expert analysis straight to your inbox

Sign up

Comments

    Leave a comment