FTEC News and Press, Fidelity MSCI Information Technology Index From 12/30/20

Tech stocks have been very strong performers lately. Tech stocks and high-yield alternative assets now face an historic valuation disconnect. Be greedy when others are fearful and fearful when others are greedy. We think that beaten-down high-yield alternative asset investment...

A dashboard with metrics in technology industries. Value and quality scores, and their evolution since last month. A list of cheap stocks. For further details see: FTEC: Technology Dashboard For December

The pandemic-driven accelerated adoption of technology-related themes has led many companies in the information technology sector to be standout performers for most of 2020. Tech valuations may appear elevated, but as long-term investors, we believe this modest premium is warranted an...

The last ice age lasted a very long time and caused a significant regression in the biological advance of life on earth. I think we are on the verge of entering into a new kind of ice age — an economic one — around the world today. Massive debt loads weigh down the e...

I've written on multiple occasions about how deficit spending ultimately hampers GDP growth by crowding out private investment. It can also weigh on GDP growth when inflows of foreign dollars go toward funding the fiscal deficit instead of buying US goods or being invested in US asset...

Many investors are concerned what near-zero interest rates and the global economic fallout that aggressive stimulus measures may bring. Rather than look for M&As centered on incremental revenue or profit in the near term, investors are focused on the types of transformational acqu...

For 2021, the initial estimates were looking for 17% expected growth so – as of today – the expected 14% growth for next year has almost closed the Covid-19 gap. Q3 ’20 “actual” Tech sector earnings were 880 basis points better than what was expected...

Which pandemic-driven tech trends will have staying power post pandemic? Will FAANG stocks continue to drive markets higher post pandemic? Outlook for Shopify post pandemic. For further details see: Investing In Pandemic-Driven Tech Trends That Are Here To Stay

It's never too late for investors to take a high-level view of their portfolio and adjust allocations to meet their long-term goals and comfort level. I review my portfolio on a quarterly basis with a spreadsheet that makes it easy. It is important to prune the portfolio to maintain c...

Real estate investment trusts ("REITs") are my favorite asset class for long-term investment. Growth stocks are all the rage among investors these days, and private equity is a popular choice for pension funds. Both could be overlooking the underrated potential of REITs. A recentl...