Stocks to capture the global internet boom

Access to the internet and paid-for television is moving from a convenience to an essential in markets across the globe. Artisan Partners' Mark Yockey highlights the best stocks for capturing the trend.

Concurrent with rising income, expanded access to technology is enabling consumers across the globe to enjoy media entertainment on multiple platforms. This secular change is resulting certain pockets of the industry where demand appears unwavering, as television and internet access increasingly fall under the consumer ‘must have' category. Essential services As these services shift from conveniences to essentials, consumers will likely increase spending on them regardless of the overall macro environment. This means companies offering these services should enjoy relatively more st...