Search Results for: tech

Tech Flows Will investors’ love of Tech stocks continue? Image: BofA Global Investment Strategy

Tech Stocks – NYSE FANG+ Index and CSI Overseas China Internet Index China and U.S. tech stocks are structurally decoupling. Should investors be wary of China’s crackdown on its tech giants? Image: Morgan Stanley Wealth Management

Technology Relative to the S&P 500 Is technology still at risk of a breakdown relative to the S&P 500? Image: BofA Global Research

Tech Stocks – What Do You Think Is Currently the Most Crowded Trade? The most crowded trade is again “Long Tech” at 26%. Image: BofA Global Fund Manager Survey

Valuation – Price to Sales Ratio – S&P 500 Information Technology Index and S&P 500 Index U.S. equities look expensive by historical standards, but low rates tend to push price-to-sales ratios higher. Image: Morgan Stanley Wealth Management

Tech Stocks – U.S. FAAMG vs. China BAT Should investors be more cautious about China’s crackdown on its tech giants? Image: BofA Global Investment Strategy

Tech Flows in H1 Will investors’ love of Tech stocks continue? Image: BofA Global Investment Strategy

Tech Stocks – S&P 500 Information Technology Index and 10-Year U.S. Treasury Yield – 200-Day Correlation How much should tech stocks trade like bond proxies? Can high concentration in tech stocks increase market fragility? Image: Morgan Stanley Wealth Management

Central Bank Liquidity and “Big Tech” Market Capitalizations The expansion of central bank balance sheets tends to push big tech stocks higher. Image: BofA Global Investment Strategy

7-Week Cumulative Flows to Tech Stocks Should investors still continue to dump tech stocks in favor of cyclicals? Image: BofA Global Investment Strategy