Facebook: Real and Perceived Risk and Opportunity

Given the importance of digital companies to our portfolios, our insight this month comes from Giles Tulloch, our technology analyst, who comments on Facebook and the implications of its current privacy issues.

Facebook: Real and Perceived Risk and Opportunity

Recent news headlines have created concerns around Facebook and its data privacy policies. The shares have declined about 13% in light of this disclosure, albeit in a market falling 6% unsettled by the uncertainty around US trade policy and Jerome Powell’s first announcement as chair of the US Federal Reserve.

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