Search Results for: tech

Global Tech Flows 6th largest inflow to tech ever, as investors expect the tech sector to continue to outperform Image: BofA Global Investment Strategy

Valuation – World Technology Equities Rising bond yields could hurt the tech sector, as it is very sensitive to higher yields. Image: BCA Research

U.S. 10-Year Treasury Real Rate and S&P 500 Information Technology Sector Forward Price/Earnings Ratio The technology sector strength hinges on real rates. Image: Morgan Stanley Wealth Management

Weekly Tech Equity Fund Flows Tech inflows remain strong, as investors expect the tech sector to continue to outperform. Image: BofA Global Investment Strategy

Big Tech – Revenue per Calendar Quarter Big tech continues its growth ahead of the rest of the economy. Image: The Wall Street Journal

Emerging Market Stocks – EM Consumer Discretionary + Tech vs. EM Energy + Materials This chart highlights the polarization in sector dominance. Image: BofA Global Investment Strategy

Tech Stocks and Market Capitalization Why is stock picking hard? Two decades later, Microsoft is the only one winner. Image: Gavekal, Macrobond

Tech Inflows Investors continue to rush into tech, despite the growing concerns of a potential bubble forming in the tech sector. Image: BofA Global Investment Strategy

Free Cash Flow Margin for S&P 500 and Tech Sector The free cash flow margin for the tech sector has risen from less than 5% in the aftermath of the Internet bubble to more than 23% today. Image: J.P. Morgan Asset Management

Valuation – Banks vs. Tech FMS investors say banks are undervalued vs. tech. Image: BofA Global Fund Manager Survey