Trade tensions and digital dominance

What are the consequences of the division of online platform companies into US and Chinese spheres?

Could the US corporate titans lose some of their dynamism? Would it necessarily be a poor outcome for investors if Facebook et al are broken up? Can Tesla become the biggest company in the world?

 

In this interview with Bloomberg reporter Ed Hammond, James Anderson talks freely on these subjects and the importance of culture and size of opportunity in seeking the next winners.

Stuart Dunbar

Partner

Recent articles

Actual

The right to be wrong

When it comes to making mistakes, fund managers should be concerned if they’re not making enough of them. Scott Nisbet explains why.

Governance and sustainability

A force for good

When it comes to ESG and responsible investing, it’s important that our industry views this as an opportunity, not a box-ticking exercise. Gareth Roberts, director, explains why.

Long-term thinking

The risk in the index

The notion that equity indices are somehow risk-free has always been a dangerous fallacy, which as Mark Urquhart explains, has been amplified by the rise of passive investing.

Industry

Growth? Value? Neither. Why only 1% of companies really matter.

Stuart Dunbar explains why a company’s specifics are far more important than style in the face of disruption.