PSCT News and Press, PowerShares S&P SmallCap Information Tech Ptf From 03/05/21

As COVID-19 has spread across the globe, wreaking havoc, a financial pandemic has likewise proliferated around the world. Zombie companies, weak firms persistently unable to cover their fixed expenses with operating profits, massively increased in number in 2020. But zombie compan...

The BlackRock Investment Institute team has updated its previous 2021 forecast report. In the new report they have outlined their global outlook along with their asset class views and debate on fiscal response.Below are a few key quotes and figures displayed by the BlackRock Investment I...

Tech is not in a bubble, even if it feels like it is. In a structurally risk-on environment, people aren't looking for reasons not to invest, they're looking for justifications to invest. There's a very real chance that as FAAMG continues to grow, we don't have a major market corr...

After a dramatic year of volatility, the U.S. stock market ended 2020 at record highs. Can this momentum continue this year? ESG investments clearly outperformed in 2020. 2021 should be a year of much better cash flow for companies. For further details see: A Stock Picke...

Somewhat under the radar, small-cap IT stocks have been outperforming big-cap IT stocks over the past three months. Perhaps more surprising is that small-cap IT offer better value despite the fact they are potentially more highly levered to growth and more exposed to innovation and te...

As of 2019, the economic output of US technology companies was $1.9 trillion, or about 10% of US GDP. Over the last 30 years, the tech sector has been on the ascent, taking up an ever-growing share of the market. Tech will not be less important in our lives post-pandemic. Fo...

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...

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...

The Invesco Nasdaq Next Gen 100 ETF targets the largest 100 non-financial Nasdaq-listed companies outside of the Nasdaq 100. Next Gen 100 members have historically graduated up to the Nasdaq 100 at about a 1-in-3 rate. Compared to QQQ, QQQJ is notably overweight in healthcare &...