PSJ News and Press, Invesco Dynamic Software From 02/17/21

IGV and PSJ are two ETFs focusing on the technology market, yet offer different individual selected stocks. The strategies differ in terms of growth rates and market cap, being reflected in the given valuations. While PSJ outperformed in 2020, it may not necessarily continue the c...

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...

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 tech industry has had a new centre roughly every 15 years. What's the next generation? There are several ways to try to answer this. The innovation comes from everything that happens around smartphones. For further details see: What Comes After Smartphones?

Dynamic software companies are currently in vogue due to the high margins thrown off by SaaS-based businesses. No doubt that innovations in the cloud, AI, and gaming have opened up new horizons for software developers. Every well-diversified portfolio should consider having direct...

The software sector has significantly outperformed the S&P 500 over the past year as well as most other sectors. However, valuations are high and there is a concern that the market is due to rotate out of tech/software and into cyclicals/value. I'm not sure I buy the rotation ...

Software companies, and specifically SaaS companies, have done extremely well in the last 15 years, outperforming the major indices. Valuing software companies has proven to be difficult, where unprofitability is not necessarily a sign of weakness. We look at the Rule of 40, an in...

NASDAQ a runaway performer The tech-heavy NASDAQ is up 13% YTD, outpacing S&P 500 by over 15pp, and leading to un favorable parallels with the tech bubble, which burst on March 10, 2000. We believe a lot has changed since then, making a continued tech rally sustainable. Valuations are ...

After benefiting from the coronavirus-related work from home shift, Zoom Video ( ZM +0.7% ), Twilio ( TWLO -0.8% ), and Slack ( WORK -3.7% ) are among the tech stocks seeing red as investors eye the reopening of the U.S. economy. More news on: Zoom Video Communications, Inc., Twilio ...

Markets have settled and recovered from the initial shock of the coronavirus spread and the response of governments around the US and the world to lock down the economy. But while the major US indices have approached, if not quite matched, the fabled v-shaped recovery, there are still plenty o...