“On TV And Video” is a column exploring opportunities and challenges in advanced TV and video.
Today’s column is written by Samantha Stockman, group director at The Media Kitchen.
This year’s virtual Newfronts made it clear: The connected TV (CTV) industry has heard advertisers’ pleas for better, more universal measurement. Whether it’s increased direct integration with demand-side platforms (DSPs) or building out an owned solution, a common theme was aggregating linear and CTV buys into one platform with the ability to control reach, frequency and duplication across an entire buy.
Improvements in measurement are coming at an important time, as CTV viewership continues its year-over-year rise. This is further bolstered by consumer behavior during COVID-19: The average time spent with CTV is expected to increase by 23%, according to eMarketer.
As a result, CTV providers are sweetening their individual offerings and investing in owned technology to convince
Tech stocks’ time in the spotlight is over, and investors should begin shifts to value stocks and cyclical sectors, James Paulsen, chief investment strategist at The Leuthold Group, said in a recent note.
The S&P 500’s brief Thursday correction marks “an opportunity to ‘broaden your bets'” before valuations rebound, Paulsen said.
Money supply growth surged in recent months on the back of Federal Reserve easing and the CARES Act. That trend has preceded economic expansions by 12 months in all eight recessions since 1960, according to the strategist.
The cyclical sectors that avoided bankruptcy during coronavirus lockdowns “may currently be positioned with the greatest upside profit leverage,” Paulsen said.
Still, investors should hold on to some growth positions as their fundamentals remain healthy, he added.
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The S&P 500’s brief correction opened the door for a shift to neglected corners