Viewpoints about Technology Sector
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Thematic investing acceleration in 2021
As 2021 gets underway, U.S. policy proposals may gradually reshape the investment landscape. We explore potential scenarios for transformational change, as well as some enduring trends that may accelerate in the year ahead.
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Sector dispersion creates opportunities for long/short equity funds
Long/short equity funds may be able to take advantage of coronavirus-driven sector dispersion and related market trends.
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First in, first out: North Asian equities exhibit postpandemic strength
The abrupt freezing of the global economy has quickly separated the strong from the weak in the emerging markets. We explore the key points of resilience and vulnerability for investors.
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Digital resilience: technology stocks point toward recovery
As businesses reopen around the globe, investors have found resilient growth opportunities in tech stocks. We explore the sources of this strength and what appears to be a durable trend.
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Small caps, after the crisis
Small-cap stocks tend to fall further than large caps in a crisis. But history shows their rebounds eventually became much stronger.
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A multifactor ETF approach to sector investing
A multifactor ETF approach for sectors may make sense for long holding periods and for investors who want to avoid overconcentration in individual stocks.
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Will the uptick in global economic growth be sustained?
Global economic growth has accelerated for the first time in 24 months. What are the implications for equity investors? Gain insight from Wellington Management's John A. Boselli, CFA.
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The millennial consumer and the future of U.S. growth
Are millennial consumers ready to carry the productivity torch? We explore how millennials are contributing to U.S. growth while making sustainability a priority.
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SmartCity: investing in our urban future
Smart cities are adapting to growing populations and the expanding need for sustainability. Learn about Pictet Asset Management’s smart city thematic equity investing strategy.
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Healthcare investing: economic implications of scientific advancement
What does greater longevity mean for healthcare investing and quality of life? Explore answers to these and other questions about the real meaning of prosperity.
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