When the News Makes the News

Changing Fortunes in Media Investing

  • Market Perspectives

In Summary

The long and contentious U.S. election season has come to an end, and many countries have already felt the impact with a selloff in U.S. Treasury bonds that has triggered a contagion pushing up bond yields across developed countries.

In our latest CIO Monthly Perspective, Chief Investment Officer Jimmy Chang explores the evolution of the media industry and its relevance to the 2024 U.S. election cycle, as well as some of the key plays in the new media space and potential market disruptions on the horizon.

 

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