US equities: How much of the fear and uncertainty is already priced in?

Media sell-off

clock • 2 min read

The days of watching TV programmes at defined times are a thing of the past thanks to the internet disrupting traditional media. Today, billions globally consume content on-demand from computers, gaming consoles, and mobile devices.

This shift has investors so concerned it triggered a $50bn sell-off in media stocks over a two-day period in August 2015. The industry is evolving - but as investors who go toward fear and uncertainty, we ask ourselves: how much of the fear and uncertainty is already priced in? As content delivery methods shift, old programming paradigms are being left behind. TV content is no longer relegated to traditional sitcom formats, as the internet has democratised content. This has created opportunities for players like Netflix and YouTube to thrive, as their business models allow the product...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on US

JP Morgan AM's Karen Ward: Investors should not 'trade' the US election
US

JP Morgan AM's Karen Ward: Investors should not 'trade' the US election

Focus on policy impact on inflation

Valeria Martinez
clock 14 March 2024 • 2 min read
Royal London AM launches Irish-domiciled US Equity fund
US

Royal London AM launches Irish-domiciled US Equity fund

Managed by Chris Parr

clock 13 March 2024 • 1 min read
LGIM CIO Laud: Magnificent Seven could be reaching bubble territory
US

LGIM CIO Laud: Magnificent Seven could be reaching bubble territory

Favours thematic approach to AI

Valeria Martinez
clock 11 March 2024 • 2 min read
Trustpilot