Talking heads – There is nothing fluffy about (investing in) the cloud - a podcast by BNP Paribas Asset Management

While day-to-day ‘market noise’ may feature big in many investors’ minds, it is worth mining long-term structural trends as well for opportunities. Cloud computing is one such trend, offering many advantages to both public and private sector users of its services and to investors looking for a billion-dollar industry where growth is still in the early stages. 

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