Insights
Perspectives for the long term.
Thinking on ownership, investor relations and the evolving landscape of digital entertainment.
Industry · Oct 2026
Brazil: From Latin America's Largest Regulated Market to a Nationwide Betting Ban
Less than two years after opening its regulated market, Brazil has suspended licensed brands, banned fixed-odds betting and is extinguishing every authorisation. We look at what happened and what it means for the industry.
Investor relations · Oct 2026
BeyondTraffic Holdings Announces Proposed Strategic Acquisition of OrcaAffiliates Assets, Targeting Expansion into AI-Driven Advertising Technology
The proposed transaction aims to combine affiliate marketing expertise, advertising technology, and data-science capabilities to support the next generation of performance marketing.
Investor relations · Oct 2026
A long-term perspective on value creation
An investor relations perspective on durable businesses, patient ownership and the quality of growth.
Investor relations · Oct 2026
Capital allocation through changing cycles
Balancing reinvestment, flexibility and opportunity across a portfolio of performance businesses.
Industry · Oct 2026
The evolution of performance marketing in digital entertainment
How acquisition has matured from opportunistic traffic to disciplined, data-led businesses.
Investor relations · Sept 2026
Governance and the foundations of trust
Why clear accountability and thoughtful communication matter to long-term stakeholders.
Search · Sept 2026
Building enduring content brands in a changing search landscape
Why trust, expertise and audience relationships matter more than ever.
Strategy · Sept 2026
Resilience in a changing digital economy
Building businesses that can adapt as channels, platforms and audience expectations evolve.
Capital · Aug 2026
Capital and growth: financing the next generation of affiliates
Why access to the right capital is becoming a key differentiator for ambitious teams.
Group perspective · Aug 2026
People and the next stage of growth
The role of leadership, shared knowledge and independent teams in sustainable expansion.
Industry · Jul 2026
Responsible growth in regulated markets
A considered approach to market development, partner standards and sustainable acquisition.