Music streaming

Latest news and analysis on Music streaming

Equities

Enduring music rights mispriced by AI fears: Universal Music Group

The market is overlooking the enduring value of UMG's music rights, ignoring how the perpetual demand drives predictable long-term cashflow
Garry Laurence
Profeta Investments
Investment Theme

The royalty revolution: inside Partners Group’s institutional playbook

From music to medicine, royalties offer long-duration cash flows and diversification. Stephen Otter explains the appeal.
David Clark
Koda Capital
Equities

Will Spotify be a long-term winner?

We believe Spotify (NYSE: SPOT) is an attractive investment opportunity because it commands an improving leadership position in the structurally growing, global...
Andrew Macken
Montaka Global Investments
Equities

Five global themes we think will deliver strong returns

Amid all the noise and volatility in global equity markets are some powerful structural shifts that should provide solid investment returns for many years to come....
Andrew Macken
Montaka Global Investments

Trump Meeting Kim Jong-Un, Labor’s $59b Cash Refund Plan, Spotify’s Unorthodox IPO

Kent Kwan
Kent Kwan
AtlasTrend

Music stream surges ever higher

Wilson Asset Management
Wilson Asset Management
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