The future of TV: It's blurred
Predictions about the demise of the TV industry have persisted for over a decade, even as UK TV advertising and subscription revenues have continued to grow. However, we believe the industry has reached a tipping point, driven by rapid developments in technology and changing demographics.
The traditional TV industry is undergoing a revolution. The good news is that the trends driving change are moving slowly, and companies still have time to adapt their business models by exploiting new technologies. The bad news for investors is this necessitates significant investment, plenty of trial and error and therefore also a lot of risk. For now, the only clear winners are consumers.
We incorporate our thinking across our investment strategies and solutions, and have strong credentials in corporate governance and responsible investment.