Media Sector note: Weathering the storm

After four years of sector outperformance, could life get tougher for Media in 2016? The weighting of so-called ‘structural growth stories’ in Media is higher than ever. However, business and consumer confidence appear to be waning, which is not helpful for a service sector. FY16 EPS momentum across the Media sector has been negative. We assess how Media investors should navigate choppy waters.

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