Fixed Income
Source: Capital Group
Semiconductors – an attractive industry structure
Components
Infrastructure providers
Public cloud spending worldwide (US$ billion) and annualised growth rates (2020-2025)
Forecasts shown for illustrative purposes only.
Data as at June 2021. Source: IDC, ‘Worldwide Public Cloud Services Spending Guide’
Software providers
1. As at February 2021. Source: Statista
2. As at January 2020. Source: Dell Technologies (connected car is measured as a car “under task per hour”)
3. As at July 2021. Source: Synergy Research Group
4. As at 31 March 2021. Source: Crunchbase
5. Total number of SaaS companies valued above US$1 billion is 140. As at 31 March 2021. Source: Capital IQ
Fixed Income
Fixed Income
Market Volatility
Federal Reserve
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Long-Term Investing
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