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Transcripts for BBCNEWS Talking Business 20240604 01:44:00

it s in a way a bit natural that some of the share prices come back down after covid, because covid really drove the technological development and the implementation of new technology. so you kind of really expect them to to pause a bit. but hey, we don t like to lose money and we have big positions in all of these companies are their best days behind them. if you look at the problems they re facing, i think time will tell. well, you ve got to drop in advertising revenue. you ve got the tighter regulation on both sides of the atlantic. absolutely. at the same time, some of them have very strong positions. so i think it depends. they re sitting on a lot of moneyjust well, they re sitting on money. they have strong products. they ve got strong market positions. so i think time will telljust what will happen there. yourfund does make a virtue of considering environmental and social issues. yeah. when you pick your investments. that s a fair thing to say. so given the losses that you re se

Transcripts for BBCNEWS Talking Business 20240604 15:45:00

are their best days behind them. if you look at the problems they re facing, i think time will tell. well, you ve got to drop in advertising revenue. you ve got the tighter regulation on both sides of the atlantic. absolutely. at the same time, some of them have very strong positions. so i think it depends. i m sitting on a lot of moneyjust well, they re sitting on money. they have strong products. they ve got strong market positions. so i think time will telljust what will happen there. yourfund does make a virtue of considering environmental and social issues. yeah. when you pick your investments. that s a fair thing to say. so given the losses that you re seeing at the moment, are these going to have to take a back seat or do you think all this isjust temporary at the moment? no, i think you know, i think it s extremely important to continue to have the environmental and social responsibility in your mind when you make investments. and what we typically see is when share prices go d

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