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?
Disruption is changing the face of a broad range of industries, but the incumbent companies which can adapt and evolve should not be overlooked by investors.
The higher markets soar, the more vocal commentators have become about growth stocks’ extended period of outperformance over value businesses – just as they did before the tech bubble burst 18 years ago
The last 12 months have proved to be a great time for most investors – but the associated view of markets that the current period of low volatility will persist seems increasingly improbable