PSJ News and Press, Invesco Dynamic Software From 07/08/23

2023-07-08 03:25:00 ET Summary Markets climbed in the second quarter, driven mainly by the tech rally and hopes of an imminent end to monetary tightening. However, notable risks to the rally lay ahead, including an increasingly hawkish Federal Reserve, which warrant caution from i...

2023-06-29 21:10:00 ET Summary There are some companies putting “AI” in their names, but it is not yet a huge number and they have real business reasons for doing so. Naturally, investors will look to track measures like the intensity with which firms are using AI or...

2023-06-29 04:25:00 ET Summary Geopolitical fragmentation and rewiring of global supply chains are set to drive up production costs. Economic relationships investors have relied upon could break down in the new regime. Relative value opportunities from potential market mispric...

2023-06-27 10:09:21 ET Summary The innovative technology space may face headwinds due to ongoing recession fears and a potential "baby bubble" in certain speculative areas. IGV has outperformed peers as well as the broader market in recent times, but its top holdings still show co...

2023-06-26 07:00:00 ET Summary Persistent inflation is forcing central bankers to tighten more forcefully, risking a surge in yields and associated market and economic instability. Persistent inflation is forcing central bankers to tighten more forcefully, risking a surge in yield...

2023-06-24 05:36:00 ET Summary The S&P 500 has been climbing higher in recent weeks, thanks almost entirely to surging mega-cap stocks that are riding the ripple effects of AI hysteria. The S&P 500 has been on an impressive run, rising approximately 13% this year. However,...

2023-06-23 23:35:00 ET Summary The performance of tech and other growth-related stocks has indeed been impressive this year. he Russell 1000 Growth index, as of the June 22 close, was up around 26.4 percent since January 1, while its counterpart the Russell 1000 Value index was up...

Invesco Announces Changes to its ETF Line-up PR Newswire Upgrades to existing ETFs reflect Invesco's consistent improvements to the investor experience ATLANTA , June 23, 2023 /PRNewswire/ -- Invesco Ltd. (NYSE: IVZ), a leading global asset manag...

2023-06-21 13:30:00 ET Summary What gives us confidence in a 2H23 tech recovery. 1Q23 earnings takeaways: hardware bottomed, software to follow. As we get into 2H23, comps get significantly easier. What gives us confidence in a 2H recovery A downturn follows a ty...

2023-05-30 12:00:00 ET Summary The traditional 60%/40% portfolio has definitely felt a drag from the bond side of the equation. Expected tech sector EPS growth remains pretty punk for 2023, even after Nvidia’s earnings last week. Technology as a sector does better when ...