Is the US technology industry being defanged?

Paypal founder Peter Thiel predicted in his 2014 Wall Street Journal essay ‘Competition is for losers’ that Silicon Valley would become the centre of the global economy. He claimed that by operating under a set of rules that involve little competition or regulation, his own company, along with the likes of Facebook, Amazon and Google … Continue reading “Is the US technology industry being defanged?”

Cyber-risk: how investors can prepare for the unpredictable

Cyber crime continues to create significant costs for companies globally, but understanding the risk means going beyond a formulaic assessment of policies.  Digital data has grown exponentially in recent years, spurred by increased penetration of mobile devices and consumption of online services. The rapid expansion in the volume of data companies store, many of which … Continue reading “Cyber-risk: how investors can prepare for the unpredictable”

The “Big Tech” backlash: How sustainable are Google, Facebook and Amazon?

The soaring scale, wealth and influence of the internet giants have led to growing scrutiny from society and regulators. Could their wings finally be clipped? In recent months it has felt like the tide is turning against big tech. Google has been fined for market abuse in the EU. Silicon Valley heads have been hauled … Continue reading “The “Big Tech” backlash: How sustainable are Google, Facebook and Amazon?”