PSCT News and Press, PowerShares S&P SmallCap Information Tech Ptf From 10/22/22

Summary Europe’s energy security and decarbonization goals will spur R&D in cleantech, solar in particular. We expect further easing of monetary and fiscal policies to boost growth prospects and earnings expectations, and possibly trigger a rebound in Chinese equities. ...

Summary Persistent inflation spurred the US Federal Reserve to raise interest rates aggressively in the third quarter, with 0.75% hikes in both July and September. Earnings estimates for equities had continued to climb during the early part of the year and only started to moderate...

Summary How far will policy rates need to go to tame inflation and is a recession imminent? Until central banks see a significant decline in wage growth, they’re likely to keep conditions tighter for longer. There’s evidence that conditions may continue to suppor...

Summary The tech-heavy Nasdaq Composite index relapsed and is back to where it was in July 2020. The massive valuation overshoot in the recent everything bubble – and hence the downside now – is hard to appreciate until quantified and compared historically. Last ...

Summary Few sectors escaped this year’s global equity selloff in Q3. Those most vulnerable to the punishing effects of the recent spike in interest rates have paid an especially heavy toll. Real estate, telecom, utilities and tech were the worst performers in most marke...

Summary Equity market volatility persisted in the third quarter as investors came to terms with a new reality of high inflation and rising interest rates. For most of this year, equity markets have violently traded on this unholy trinity of rising inflation, rate hikes and growth ...

Summary Further normalization of headline inflation and aggressive monetary tightening in other regions should keep the U.S. dollar relatively stable, which bodes well for technology companies and other growth-oriented names. The global energy crisis will likely make climate chang...

Summary Markets are entering a new era, where inflation slowing growth are the new normal. Why we may be entering a period of deglobalization. Why the next decade may look very different from the last for investors. Equity markets have been grappling with hig...

InvestorPlace - Stock Market News, Stock Advice & Trading Tips One of the most satisfying parts about investing is finding hidden gems that have gone unloved or unnoticed by investors, and riding them to substantial returns. Whether you’re looking for unknown tech stocks or sle...

Summary In a time of uncertainty, we believe that quality is the key to investing in equities. But to consistently find companies that meet high-quality standards requires research, judgment and investing skill. In this paper, we identify the characteristics that can help guid...