TECB News and Press, iShares U.S. Tech Breakthrough Multisector From 03/16/23

2023-03-16 01:24:00 ET Summary The crisis has broader macroeconomic implications and serves as a potent reminder that the banking system, asset markets, and the broader economy are all intrinsically linked via interest rates. Recession risks have increased because of the likelihoo...

2023-03-09 10:14:00 ET Summary For technology stocks, 2022 marked the worst performance year since the bursting of the dot-com bubble in the early 2000s. We are optimistic in the long-term outlook for technology stocks. As the sector looks to rise from the rubble of 2022, we b...

2023-03-09 02:50:00 ET Summary Rates of change matter, especially for tech companies, and we would expect investors to react favorably to accelerating growth. In healthcare, we continue to find investment opportunities in a difficult macro environment. If the U.S. enters a tra...

Summary Outside of a brief period last summer, the Technology sector has seen its relative strength line sit in negative territory for nearly the whole of the past year. While Tech’s relative strength is not as weak as it once was and is closing in on the first positive readings ...

Summary Artificial Intelligence (AI) has garnered a fair amount of hype over the past two months. However, investors may be focusing on the wrong set of companies. In this report, we focus on two areas that we believe are overlooked and offer outsized opportunities: cybersecurity an...

Summary Loosening Big Tech's labor stronghold may help level the global playing field. We believe many of our international holdings will be able to capitalize on dislocated labor markets. International investing offers the opportunity to access markets with technology innovators wh...

Summary ChatGPT is a potentially transformative artificial intelligence (AI) breakthrough, crossing one million users within five days of launch. ChatGPT is an advanced form of generative AI, which can have human-like conversations, create content, images and audio. Generative AI co...

Summary As we head into the end of January, technical conditions in major stock indexes are showing a lot of strength. We think a bear market that could easily trim 50% from indexes is in the cards, but timing is everything. We find price action-driven measures more reliable than su...

Summary When I think about the lessons learned from 2022, I think the biggest lesson is valuations matter. I do think this is the most predicted recession that I've ever seen, certainly, in my career. Investors of all stripes, whether you're an asset allocator or a stock picker, I t...

Summary Last year’s market volatility was driven primarily by uncertainty over inflation and interest rates. In last year’s downturn, technology stocks were at the epicenter of market volatility. After years of steady gains, investors now acknowledge that technology stocks...