Thought Leadership Research

On a quarterly basis, Whitehelm publishes proprietary research on current issues facing the infrastructure sector, and addresses the potential implications and opportunities for clients as the issues relate to their investment portfolios

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Crunch Time Big Tech and The Threat of Regulation

Crunch Time Big Tech and The Threat of Regulation

November 2020

There is a growing sense that big technology companies are too big, too profitable and too powerful. Competition regulators around the world, including in the US, Europe and Australia, are now progressing on new frameworks designed to address concerns about competition in digital markets.

In this feature article, we consider what the implications of regulatory action could be on the value of the technology giants whose rise and rise has driven US stock markets in 2020.

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