On 18 June 2019, Facebook launched project Libra alongside 27 partners including e-commerce marketplace eBay, media services provider Spotify, transport network companies Uber and Lyft, and payment companies such as Mastercard, PayPal and Visa. According to the recent white paper from Libra Association members, Libra is designed to be a… Read the article
Are today’s technology titans exploiting their market position without any attention to broader stakeholder welfare? Essentially, this is the implicit question being discussed in most media today.
Given the recent news flow, it certainly feels like technology has had a rough start to the year. In the past few weeks,… Read the article
There is no denying that the recent cryptocurrency boom resembles the one we saw among dotcom companies in the late 1990s. Celebrities then were taking equity stakes in start-ups in exchange for promoting them, and we are seeing a similar trend today.
In the late 1990s, over… Read the article
In yesterday’s blog, I discussed that while the Bitcoin currency system may not see widespread adoption, it gave us a unique piece of technology that would – Blockchain. At its heart, the Blockchain technology eliminates the need of a third party for verifying transactions. This is accomplished through… Read the article
There’s been a lot of attention on bitcoins and blockchains recently, in particular the latter which is being heralded as a major disrupter in financial services. In a two part series this week, I will attempt to explain and demystify the concepts of bitcoins and blockchains and look at the… Read the article
Many investors are rightfully sceptical of executive share-based compensation, particularly in the US. But the debate is typically around the adjustments made to companies’ declared earnings or the very large payments that can result, rather than a view of the absolute level of dilution and how this should change over… Read the article
In my recent blog and in the blog from my colleague last week, we highlighted the disruptive power of new technology companies and the importance of creating networks to organize, synthesize and expand information through social, organisational and process innovations.
I believe there are changes in… Read the article
Technology is the biggest sector in the S&P 500 index and accounts for five of the top ten largest companies. The sector is growing at a pace and scale never previously imagined and is eating into the profits of every other industry.
Tech giant Amazon is a prime example (no… Read the article
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OKWelcome to the M&G Multi Asset Team’s Allocation blog, previously known as the Episode blog. We have changed the name of our blog to resonate better with our readers in Europe, however, the content and purpose of the blog has not changed. The Allocation blog continues to aim to provide unique market perspectives from our dedicated team of experienced asset allocators.
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