Recent IPO Insights: Braze
Braze is a next gen digital marketing platform with accelerating growth as existing large customers are growing rapidly. 135% net revenue retention...
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5 US Tech Stocks that Matter to Global Investors
As US Technology weights reach record highs in Global Equity portfolios, we analyse 5 stocks that are in focus for active Global managers.
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US Tech: Record Allocations, Record Underweights. Value Becoming Harder to Find
US Tech allocations have hit fresh all-time highs among active Global investors. Never before have Global investors placed such a reliance on US...
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Oracle: Key Investor Takeaways From Q2 2022 Earnings
Hard to believe it, but Oracle has been one of the best performing names in the cloud space over the past year or so. The so-called 'miss' in EPS...
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Recent IPO Insights: Freshworks
Freshworks has assembled a one-stop-shop for SMB customers looking for customer service , ITSM and CRM tools priced at a ~25% discount to larger...
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