Hi [[ session.user.profile.firstName ]]

Cloud Computing: Has uncertainty driven us into a technology first workforce?

The Covid-19 Pandemic has led many people into flexible ways of working and we have seen a massive adoption of many communications platforms. Cloud has the potential to become the dominant means of software usage and delivery across the world, with cloud companies providing scalable solutions to help with data privacy and cybersecurity. As such, compared to other sectors, Cloud focused businesses are exhibiting strong revenue growth as well as changing equity market performance.

Highlights:
+Putting the strong recent performance into context
+Looking at the catalysts that are bringing attention to cloud-focused software business
+Actions that Cloud Companies are taking with the goal of helping society in the current crisis

In this webinar we will explore how investing in Cloud Computing may enhance your portfolio, as the world is rapidly changing to meet these new ways of working.

This webinar is CPD certified.
Recorded Jul 2 2020 58 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Christopher Gannatti, CFA, Head of Research, Europe, WisdomTree
Presentation preview: Cloud Computing: Has uncertainty driven us into a technology first workforce?

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • Battery Technology: Driving the energy transition in a world of climate change Jul 30 2020 9:00 am UTC 60 mins
    Nitesh Shah, Director, Research, WisdomTree | James Whiteside, Head of Multi-Commodity Research, Wood Mackenzie.
    Globally, we are in the midst of an energy transition with the focus being on decarbonisation and electrification to meet lower emission goals. Road transportation and the power sector, historically two of the most polluting sectors, are the initial focus of this megatrend. One of the key enablers in energy decarbonisation is the breakthrough of battery energy storage technology.

    Highlights include
    + Battery technology in context
    + What is the battery value chain and it’s impact on decarbonisation
    + Challenges to growth in the mining of raw materials to meet the needs of this megatrend
    + Will the COVID-19 crisis be a set-back or a catalyst for the electrification of transport and the decarbonisation of power production?

    In this webinar we are joined by Wood MacKenzie, a Verisk Analytics business, that provides commercial intelligence for the world’s natural resources sector. Together we will explore this megatrend, the battery value chain and WisdomTree’s approach to creating investable opportunities in the equity market based around this theme.

    This webinar is CPD certified.
  • AI: Investing in technology with the potential to change how industries operate Jul 23 2020 9:00 am UTC 60 mins
    Christopher Gannatti, CFA, Head of Research, Europe, WisdomTree
    The adoption of AI across multiple industries continues to accelerate as demand for greater productivity, efficiency, and the ability to process ever growing datasets increases. In particular, the recent technological advances in Computer Vision and Natural Language Processing are becoming more usable for customers, driving the use of AI. On the flipside, the tension between the US and China could be impacting the industry and the different technology firms.

    Highlights:
    +Setting the context of the current market environment
    +Highlight specific technological advances in AI
    +Explore how tensions between the US & China are impacting the industry

    Join this webinar as we explore how you can capitalise on these AI opportunities while mitigating some of its key investment challenges.

    This webinar is CPD certified.
  • Gold through the looking glass Recorded: Jul 9 2020 60 mins
    Nitesh Shah, WisdomTree | Philip Newman, Metals Focus | Mobeen Tahir, WisdomTree
    Being one of the few major asset classes to post year to date gains, Gold has proven its defensive traits so far during this COVID-19 crisis. However, equities, oil and several other cyclical assets are now displaying what appears to be a v-shaped recovery.

    Join this webinar where Nitesh Shah, Director - Research, WisdomTree and Philip Newman, Director and Partner, Metals Focus, will discuss the latest developments in gold and its implication for the markets. Together, they will explore the following questions:

    +Will the risk-on sentiment be gold’s undoing?
    +Will the unprecedented scale of central bank and fiscal institution stimulus lift all boats equally?
    +With the economy far from displaying a v-shaped recovery and threats of second spikes in COVID-19 cases denting confidence, could gold continue to be an outperformer?
    +What is the impact of the pandemic on global gold supply and demand?

    Moderated by Mobeen Tahir, CFA, Associate Director, Research, WisdomTree.

    This webinar is CPD certified.
  • WisdomTree Short & Leveraged Insights Webinar Series (Webinar 5) Recorded: Jul 7 2020 29 mins
    Mobeen Tahir, WisdomTree | Pierre Debru, WisdomTree | Claudio Catalani, Banca Generali S.p.A.
    We are delighted to announce we will be joined by Claudio Catalani, CFA, Non Discretionary Portfolio, Banca Generali S.p.A. at the next webinar taking place on Tuesday 7th July at 10:00am BST who will touch upon tactical asset allocation with leveraged products.

    This is the fifth webinar that forms part of our bi-monthly webinar series, where our in-house experts explore a wide range of subjects relevant to investing in short & leveraged products.

    Highlights:
    +Macro overview: Key market movements and their drivers from the last two weeks
    +S&L flows: Key flows for WisdomTree and global short and leveraged assets
    +Asset allocation: Tactical asset allocation with leveraged products
    +S&L education: S&L ETPs are also exposed to currency
  • Cloud Computing: Has uncertainty driven us into a technology first workforce? Recorded: Jul 2 2020 58 mins
    Christopher Gannatti, CFA, Head of Research, Europe, WisdomTree
    The Covid-19 Pandemic has led many people into flexible ways of working and we have seen a massive adoption of many communications platforms. Cloud has the potential to become the dominant means of software usage and delivery across the world, with cloud companies providing scalable solutions to help with data privacy and cybersecurity. As such, compared to other sectors, Cloud focused businesses are exhibiting strong revenue growth as well as changing equity market performance.

    Highlights:
    +Putting the strong recent performance into context
    +Looking at the catalysts that are bringing attention to cloud-focused software business
    +Actions that Cloud Companies are taking with the goal of helping society in the current crisis

    In this webinar we will explore how investing in Cloud Computing may enhance your portfolio, as the world is rapidly changing to meet these new ways of working.

    This webinar is CPD certified.
  • WisdomTree Short & Leveraged Insights Webinar Series (Webinar 4) Recorded: Jun 23 2020 30 mins
    Mobeen Tahir, WisdomTree | Pierre Debru, WisdomTree | Filippo La Ganga, Websim
    We are delighted to announce we will be joined by Filippo La Ganga, Financial Analyst & Investment Manager, Websim at the next webinar taking place on Tuesday 23rd June at 10:00am BST who will provide a technical analysis of Eurostoxx 50 and Eurostoxx Bank.

    This is the fourth webinar that forms part of our bi-monthly webinar series, where our in-house experts explore a wide range of subjects relevant to investing in short & leveraged products.

    Highlights:
    +Macro overview: Key market movements and their drivers from the last two weeks
    +Looking ahead: Upcoming events likely to impact markets and the asset classes to keep an eye on
    +Eurostoxx 50: The strongest rebound over the last 22 Years
    +S&L education: Money does not sleep but exchanges do
  • Thematic Investing: Technological Transformation Recorded: Jun 9 2020 60 mins
    Justin Simler, Tatton IM | Richard Lightbound, Robo Global | Saby Roy, Accenture | Christopher Gannatti, WisdomTree
    The disruptive power of technology provides both the opportunity for transformation and a significant threat to any incumbents who do not respond effectively.

    In Episode 3 of Thematic Investing: How Megatrends Power Thematic Portfolios, the panelists will discuss how different industries are being affected by shifts in technologies and what it means for investors. The discussion will also consider how transformative technologies will impact on other megatrends such as geopolitics.

    Our Panel includes:
    [Moderator] Justin Simler of Tatton Investment Management
    Richard Lightbound, CEO, EMEA of Robo Global
    Saby Roy, AI Engineering Lead, Applied Intelligence, Accenture UKI
    Christopher Gannatti, Head of Research, Europe for WisdomTree
  • WisdomTree Short & Leveraged Insights Webinar Series (Webinar 3) Recorded: Jun 9 2020 29 mins
    Pierre Debru, Director, Research, WisdomTree and Mobeen Tahir, CFA, Associate Director, Research, WisdomTree
    We are delighted to introduce a brand new series of bi-monthly webinars, where our in-house experts will explore a wide range of subjects relevant to investing in short & leveraged products.

    Each 30 minute webinar will cover the key developments in global markets, important upcoming events likely to impact markets, key flows by asset class as well as providing educational content.

    The third webinar covers the following:
    • Macro overview: Key market movements and their drivers from the last two weeks
    • Looking ahead: Upcoming events likely to impact markets and the asset classes to keep an eye on
    • S&L flows: Key flows for WisdomTree and global short and leveraged assets
    • S&L education: Closing price vs Net Asset Value
  • Defensive assets: Offence wins games but Defence wins championships Recorded: Jun 2 2020 57 mins
    Pierre Debru, Director, Research, WisdomTree and Christopher Gannatti, CFA, Head of Research, Europe, WisdomTree
    Covid-19 has put a break on the world economy, with most countries showing extreme contractions in the first quarter of 2020. The situation for the rest of the year remains highly uncertain with economists debating the shape of the recovery. In such uncertain times, the investors’ objective should be to build versatile portfolios that can adapt to quickly changing market conditions and can resist unexpected events. In other words, all weather-portfolios that while behaving defensively can also participate in market rallies.

    Join this webinar where Pierre Debru, Director, Research, WisdomTree and Christopher Gannatti, CFA, Head of Research, Europe, WisdomTree will shed some light on which assets could be best suited for an uncertain environment. The webinar will conclude with a live Q&A session.

    This webinar will focus on:
    o Macro Review of environment with focus on uncertainty
    o Introduction of Framework that focuses on versatile assets best suited for uncertainty
    o Asset by Asset Class Review of those Versatile Assets
    o Portfolio Examples
  • WisdomTree Short & Leveraged Insights Webinar Series (Webinar 2) Recorded: May 26 2020 29 mins
    Mobeen Tahir, CFA, Associate Director, Research, WisdomTre and Antonio Sidoti, Head of Southern Europe, WisdomTree
    We are delighted to introduce a brand new series of bi-monthly webinars, where our in-house experts will explore a wide range of subjects relevant to investing in short & leveraged products.

    Each 30 minute webinar will cover the key developments in global markets, important upcoming events likely to impact markets, key flows by asset class as well as providing educational content.

    The second webinar covers the following:
    • Macro overview: Key market movements and their drivers from the last two weeks
    • Looking ahead: Upcoming events likely to impact markets and the asset classes to keep an eye on
    • S&L flows: Key flows by asset class for the WisdomTree short and leveraged range
    • S&L education: What the ETPs actually track
  • Investing in broad commodities: An enhanced approach by optimised strategies Recorded: May 21 2020 44 mins
    Mobeen Tahir, Research, WisdomTree | Tom Jamie, Commodity Investor Derivatives, BNP Paribas
    The recent market volatility is impacting different commodity markets in different ways, and thus highlighting the value of optimising a commodity portfolio. As each commodity has its own unique drivers and fundamentals, holding a basket of commodities can be quite heterogeneous.

    Join this webinar where Mobeen Tahir, Associate Director, Research at WisdomTree, will shed light on the current market conditions for key commodities and share views on their prospects going forward. This will be followed by Tom Jamie, Head of Commodity Investor Derivatives Sales, BNP Paribas, who will explain how an enhanced approach to investing in broad commodities in general, and energy in particular, can be used as a strategic alternative to traditional front-front benchmarks.
  • Cloud Computing: An investment solution during a global pandemic? Recorded: May 15 2020 50 mins
    Chris Gannati, Head of Research, WisdomTree | David Wehrs, Partner & Head of Platform, BVP | Byron Deeter, Partner, BVP
    As we write these words, social distancing has become the “new normal”—at least for the time being. Economic activity in many countries has been halted, as the priority has become focused much more on public health. Cloud computing companies have leapt to the fore, especially in those businesses where employees can shift to working from home and communicating through videos and webinars. Software-as-a-Service (SaaS) firms occupy an interesting place in society today as many people try to continue certain work and leisure activities in a more digital or virtual way.

    Join our webinar with Bessemer Venture Partners, to find out how investing in Cloud Computing may enhance your portfolio, as the world is rapidly changing to meet these new ways of working.

    Highlights include:
    + Setting the context of the current market environment
    + Highlighting specific examples of companies doing well with the cloud business model in the current environment
    + Actions that Cloud Companies are taking with the goal of helping society in the current crisis

    Followed by Q&A
  • Investing in Oil: Understanding the Impact of the Future Curve Recorded: May 13 2020 55 mins
    Research Team at WisdomTree
    Covid-19 has put a break on the world economy, with most economies showing extreme contractions in the first quarter of 2020 that could deepen in the second quarter.

    Oil demand has plummeted in this economic crisis, while supply has been slow to react, creating an unprecedented supply glut, and sending oil prices to historically low levels.

    Such price levels might be a good entry point to initiate a position and participate in a potential rebound, but investors also need to carefully evaluate the shape of the oil futures curve.

    The dynamics of investing in commodities through futures contract need to be thoroughly assessed before investing, join our webinar as we explore these complexities and answer the below essential questions.

    • What do investors need to consider?
    • What is roll yield?
    • How to estimate it?
    • How much of an impact can it have on an investor’s overall return?
  • WisdomTree Short & Leveraged Insights Webinar Series (Webinar 1) Recorded: May 12 2020 28 mins
    Pierre Debru, Director, Research, WisdomTree and Mobeen Tahir, CFA, Associate Director, Research, WisdomTree
    We are delighted to introduce a brand new series of bi-monthly webinars, where our in-house experts will explore a wide range of subjects relevant to investing in short & leveraged products.

    Each 30 minute webinar will cover the key developments in global markets, important upcoming events likely to impact markets, key flows by asset class as well as providing educational content.

    The first webinar covers the following:
    • Macro overview: Key market movements and their drivers from the last two weeks
    • Looking ahead: Upcoming events likely to impact markets and the asset classes to keep an eye on
    • S&L flows: Key flows for WisdomTree and global short and leveraged assets
    • S&L education: A strict recipe for returns
  • Accessing China in a more efficient way Recorded: May 6 2020 44 mins
    Derrick Sun, Portfolio Manager, ICBC Credit Suisse Asset Management and Antonio Sidoti, Head of Southern Europe, WisdomTree
    Please join us for an in-depth update on the China market presented by Derrick Sun, Portfolio Manager, ICBC Credit Suisse Asset Management (International). In particular, we will set out to understand the main reasons for economic growth following the global spread of COVID-19; and the foreseen economic drivers behind the recovery determined by actions put in place by Chinese Authorities. An exploration of the Total China approach as a way to get exposure to Chinese Equities markets will follow, and the webinar will conclude with a live Q&A session.

    This webinar will highlight:

    • Key updates of the China/Hong Kong market
    • ICBCCS’ view on China macro / economy / market / policies
    • Reasons why the China market is relatively safer among all key global equity markets
    • Long-term investment themes
    • Common risks/concerns addressed by investors
    • Our S&P 500 ETF product
  • Cloud Computing: An investment solution during a global pandemic? Recorded: Apr 28 2020 51 mins
    Chris Gannati, Head of Research, WisdomTree | David Wehrs, Partner & Head of Platform, BVP | Byron Deeter, Partner, BVP
    As we write these words, social distancing has become the “new normal”—at least for the time being. Economic activity in many countries has been halted, as the priority has become focused much more on public health. Cloud computing companies have leapt to the fore, especially in those businesses where employees can shift to working from home and communicating through videos and webinars. Software-as-a-Service (SaaS) firms occupy an interesting place in society today as many people try to continue certain work and leisure activities in a more digital or virtual way.

    Join our webinar with Bessemer Venture Partners, to find out how investing in Cloud Computing may enhance your portfolio, as the world is rapidly changing to meet these new ways of working.

    Highlights include:
    + Setting the context of the current market environment
    + Highlighting specific examples of companies doing well with the cloud business model in the current environment
    + Actions that Cloud Companies are taking with the goal of helping society in the current crisis

    Followed by Q&A
  • Oil’s Greek Tragedy Recorded: Apr 15 2020 56 mins
    Nitesh Shah, Director of Research
    In March 2020 oil markets were met with a sudden shock of lost demand as airlines stopped flying, ships were docked, road traffic fell and economic activity was curtailed amid mass lock-downs to encourage social distancing. Further to this, producer countries in the Organization of Petroleum Exporting Countries (OPEC) and its allies have increased production and set off a price war. As a result, Q1 2020 has seen the lowest oil prices, making it the worst quarter on record.

    How did we get here and where can we go next?

    Join this webinar as Nitesh Shah, Director of Research, explores these current dynamics in the oil market.
  • AT1 CoCos: New insights as the asset class hits unprecedented yield levels Recorded: Apr 8 2020 51 mins
    Lidia Treiber, CFA, Director, Research, WisdomTree and Wim Schoutens, Professor in Financial Engineering, University of Leuve
    As the impact of Covid-19 has significantly impacted many asset classes, AT1 CoCos faced a sharp rise in yields to new highs from the lows seen in January 2020. While the capital ratios of many European banks remain at healthy levels, European bank equities year to date have fallen north of 40% making investors wonder about the health of the European banking system.

    In this webinar, we are joined by Prof. Wim Schoutens, independent expert advisor to the European Commission and author of several books on Contingent Capital, and Lidia Treiber, CFA, Director of Research at WisdomTree. Together, they will try to demystify the AT1 CoCo asset and explore the investment opportunities within this asset class. The webinar will conclude with a live Q&A session.

    Join this webinar to discover:

    • What AT1 CoCos are and why this is of interest to investors
    • How an investor can better understand the key risks and rewards of AT1 CoCos amid the Covid-19 crisis
    • Why banks are in better shape during this crisis than in 2008
  • Panel Discussion: Current State of the Gold Market Recorded: Mar 31 2020 57 mins
    Panel Discussion
    With financial markets in turmoil as Coronavirus takes hold in Europe and the US, we have seen mixed performance for gold. However, historically gold provided a safe haven for investors during times of uncertainty.

    To help investors understand what's happening in the gold market right now, we will be hosting a panel discussion on the 31st of March with independent experts from the World Gold Council and London Bullion Market Association (LBMA) to tackle the following key points of discussion:

    Points of Discussion:

    • Latest perspectives on gold - where to next?
    • Current state of demand for physical gold bullion and jewellery
    • Responsible sourcing of gold and Basel III
    • The strategic vs tactical case for gold in a portfolio

    In addition, we will also be addressing audience questions to help investors navigate the current tumultuous environment.

    Speakers:

    Krishan Gopaul, World Gold Council
    Sakhila Mirza, London Bullion Market Association
    Nitesh Shah, Director, Research at WisdomTree
    Pierre Debru, Director, Research at WisdomTree
  • Gold Price Outlook: Where to Next? Recorded: Mar 19 2020 58 mins
    Nitesh Shah, Director of Research at WisdomTree & Pierre Debru, Director of Research at WisdomTree
    Gold is often a port of call in uncertain times and we are clearly living in uncertain times. Containment of Coronavirus has failed and global markets have entered into turmoil with fears that a new global recession has arrived and it’s unknown how severe the fallout will be.

    The current crisis has many unique features and efforts to quell its impact on markets are likely to have to be unorthodox. Markets are largely unimpressed by the central bank action so far. Could gold take a step higher as we enter the unknown?

    Join us for a webinar in which Nitesh Shah, Director of Research will explore where the price of gold could go across a number of different scenarios using his gold model.

    Pierre Debru will also examine how shocks like the one we are living through are rarely predicted and why consequently there may be a strong strategic case for holding gold as diversifier within investor portfolios.
Live webinars & videos covering developments across global markets.
At WisdomTree, we deploy smart ways to bring value to the investor by offering flexibility when it comes to investing to meet the many different trading objectives our clients have. Although most of our ETF index strategies in Europe are based on proprietary strategic beta structures, as a firm, we also provide specific market access strategies when we’re able to enhance existing approaches.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: Cloud Computing: Has uncertainty driven us into a technology first workforce?
  • Live at: Jul 2 2020 9:00 am
  • Presented by: Christopher Gannatti, CFA, Head of Research, Europe, WisdomTree
  • From:
Your email has been sent.
or close