Nvidia

NAV total return drop of 2.8%

Arm IPO set for September

Concerns around concentration

Many companies will benefit

53% forecast revenue jump

Microsoft and Alphabet leading the way

Entertainment is big business

High exposure to technology

6% of IT spent on cloud

As viewers spend evenings in awe of the wonders revealed by Sir David Attenborough’s latest series, ‘Green Planet’, Susana Coutinho and Liron Mannie reflect on a much older documentary from the naturist, and how it connects with the world of investments....