Please note: this article is more than one year old. The views of our CIO team may have changed since it was published, and the data on which it was based may have been revised.
In our latest CIO Special, 'Big Tech: Regulation remains an important factor', we look at the regulatory picture in jurisdictions around the world and consider the investment outlook.
We highlight the following:
- U.S.: no new laws expected during this legislative session, antitrust enforcement and corporate-level litigation underway
- EU regulation: the Digital Markets Act comes into force in May; preliminary settlements at company level likely
- China: extensive unexpected regulatory actions are over, according to the markets
- Big Tech remains one of our preferred structural growth investments due to its prominent position in the value chain