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17OCT 2019

Should a media giant – even Facebook – aspire to be a bank?

Facebook’s ambitions to launch its ‘Libra’ digital currency have echoes of the time, 32 years ago, when another high-profile media company had high hopes of expanding into the world of finance

2019

JANUARY

22JAN 2019

Blog

This is how the AI crumbles

At a time when so many businesses are looking to integrate artificial intelligence into their processes, we would do well to remember its present limitations – as illustrated by one foray into the world of cookies

2018

NOVEMBER

02NOV 2018

Blog

Why the robot apocalypse might not be intentional

Last year, we suggested the robot apocalypse might be coming, just not today. After further high-profile AI mishaps, we should perhaps add the caveat that, if it does happen soon, the robots may not have meant it

OCTOBER

02OCT 2018

Blog

A cautionary corporate governance tale for Good Money Week

To mark Good Money Week, here is an example of how we incorporate environmental, sustainable and governance considerations into our investment process, here on The Value Perspective

APRIL

27APR 2018

Blog

Sometimes investment history really can be a guide to the future

Just two years after the tech bubble burst, people were expressing amazement at the prices some investors were willing to pay for stocks. So what should we make of those doing exactly the same today?