by Patrick Fearon-Hernandez, CFA | PDF
For decades now, the post-industrial “information age” has been a key topic of interest for economists, business leaders, financial managers, and investors. All have come to appreciate the implications of silicon-based semiconductors and the opportunities they create for mass data management, storage, communications, and analytics. In recent years, data has also become a major concern for governments. In Part I of this report, we discuss why political leaders are now paying closer attention to the control of data and information, and what that means for geopolitics. In Part II next week, we will show how governmental control over data and information is playing out in China, in particular, and conclude with the ramifications for investors going forward.
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These reports were prepared by Confluence Investment Management LLC and reflect the current opinion of the authors. Opinions expressed are current as of the date shown and are based upon sources and data believed to be accurate and reliable. Opinions and forward-looking statements expressed are subject to change. This is not a solicitation or an offer to buy or sell any security. Past performance is no guarantee of future results. Information provided in this report is for educational and illustrative purposes only and should not be construed as individualized investment advice or a recommendation. Investments or strategies discussed may not be suitable for all investors. Investors must make their own decisions based on their specific investment objectives and financial circumstances.