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