Why Europe is a good foil to the US

We get very little push back when we suggest to clients the days of ‘Big Tech' driving the returns of the global equity market are probably over. The regulator is coming, as their nefarious behaviour and costs to society are becoming more apparent, and they are already so big and dominant it is hard to see how they can deliver substantial growth from here. The law of large numbers is a powerful one. Not many will shed a tear when companies which turned our children's brains to mush with the ‘infinite scroll' to the benefit of a handful of multi-billionaires, get their comeuppance. BofA: ...