Can mainstream TV advertising survive?

Streaming services such as Netflix and Amazon Prime are now ubiquitous in modern day culture, with many investors speculating that the traditional model of television is now dead. But just how effective is traditional TV advertising?

Nigel Kennett

Nigel Kennett

Senior Fund Manager, UK Equities

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When will the FANGS draw blood?

Much is written about the ‘FANG’ stocks (Facebook, Amazon, Netflix & Google) but it is actually Apple, Alphabet (Google’s parent company), Amazon, Facebook and Microsoft that are amongst the largest 10 stocks in the benchmark. These companies are investor favourites and, in aggregate, they are holding up the US equity market in 2017. This is because underneath the 16.9% total return figure, the market is more in turmoil than many investors think.

Mike Willans

Mike Willans

Head of International Equities

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