EVC - Digital Media & Entertainment Industry - Is A Recession On Investor's Radar?

Overview: Is it time to buy? Consumer cyclical stocks, such as the media and entertainment sectors, tend not to perform well during periods of rising interest rates. This is a function of the sensitivity of advertising to the general economy. Rising interest rates tend to slow economic activity and potentially portend an economic downturn. For now, the fundamental environment is strong, given a robust advertising recovery that has extended into 2022.Digital Media: High Flying Tech Stocks Get Their Wings Clipped. We highlight the MarTech sector given the significant reduction in stock valuations. Notably, one of our favorites, Harte Hanks, has withstood the bloodbath and remains an undiscovered value in this space... Read More >>