PSJ News and Press, Invesco Dynamic Software From 08/31/22

Summary Today's market X-ray shows the returns for each index, asset class, sector, and so on, since the recent low point on June 16th. Of the global indices, US small caps are in the lead, followed by the NASDAQ. High beta stocks are the most preferred factors since June 16. ...

Summary Despite the recent outperformance of US-based companies and US investors’ home-country bias, we believe investors will still benefit from proper diversification for a well-balanced portfolio. In countries with less-efficient markets, there can be greater investment ...

Slowing growth in gaming combined with economic uncertainty has hurt Electronic Arts stock. Electronic Arts has demonstrated its ability to successfully diversify its offerings, and it holds a loyal player base. EA stock is trading at a rich valuation. Volatilities in the short te...

The supply-related constraints which have troubled global electronics producers since early last year were compounded as demand conditions in key industries deteriorated in July. Although we've seen evidence that the supply crunch for electronic and electrical items has receded from i...

Though Datadog has already achieved impressive growth, there is room for further penetration. Datadog's fundamentals are extremely strong and its investments have led to sticky user retention. It's trading at a hefty premium, and there could be better opportunities to pick up its ...

Roblox reported Q2 results on August 9th. During the June quarter, the company reported revenues of $591 and a net loss of $176 million. The company clearly outperformed analyst consensus estimates. Roblox stock sold off more than 17% after the announcement (after hours reference ...

NVIDIA warned of significantly lower gaming revenue. The Roblox business model seems more sensitive to gaming than NVIDIA's. Roblox benefitted from a pandemic-shaped environment that is changing. On Monday the 8th, NVIDIA Corporation (NVDA) released a preliminary earning...

Only 10% of the nation feels positive about the economy, and last month, consumer sentiment hit a record low. Climate change is submerging or parching dense and developed regions all over the globe. The greatest threat to our nation isn’t an economic recession, but losing t...

We believe SNPS is a buy. The company operates primarily within Electronic Design Automation ((EDA)), an industry forecasted to grow at a CAGR of 9.6% between 2020-2027. We believe SNPS provides a favorable risk reward because most of its revenue is from its EDA business which is high...

Global equity markets went into a protective crouch last quarter, and factor performance followed suit. The collapse in Consumer Discretionary and/or Technology stocks was a dominant driver of global factor performance in Q2. The Quality premium versus Value has returned to its lo...