Tech Flows (Annual Inflows to Tech)
Tech Flows (Annual Inflows to Tech) The significant inflows into tech funds highlight investors’ continued interest in the sector’s growth and innovation potential. Image: BofA Global Investment Strategy
Tech Flows (Annual Inflows to Tech) The significant inflows into tech funds highlight investors’ continued interest in the sector’s growth and innovation potential. Image: BofA Global Investment Strategy
Russell 2000 Technology Sector Relative to Total Index U.S. small-cap technology stocks have exhibited a noteworthy level of outperformance within the universe of U.S. small-cap stocks, which can be attributed to higher growth potential and the ability to innovate and disrupt traditional industries. Image: Morgan Stanley Wealth Management
U.S. Tech Stocks vs. Global Tech Stocks The remarkable outperformance of U.S. tech stocks underscores the competitive advantage and innovation prowess of U.S. companies, consistently surpassing global peers in growth and market value. Image: Topdown Charts
S&P 500 Net Profit Margin and Info Tech and Communication Services Margins The “tech” sector continues to sustain high profit margins in comparison to other industries, highlighting its robustness and resilience in the ever-evolving market landscape. Image: Goldman Sachs Global Investment Research
Tech vs. S&P 500 Investors, who are interested in the performance of the tech sector relative to the S&P 500, may be wondering how long this outperformance is likely to persist. Image: BofA Global Investment Strategy
Performance – Biotech vs. Nasdaq 100 U.S. biotech stocks are still experiencing significant underperformance compared to the Nasdaq 100. Image: BofA Global Investment Strategy
Valuation – Mega-Cap Tech vs. Rest of S&P 500 P/E Compared to the mega-cap tech stocks, the remaining stocks in the S&P 500 appear to be priced at a more reasonable level. Image: Goldman Sachs Global Investment Research
Cumulative Tech Flows Will investors’ love of tech stocks continue? Image: BofA Global Investment Strategy
Nasdaq 100 Technicals The Nasdaq 100 remains resilient so far. Image: BofA Global Research
Performance – S&P 500 Tech Relative Can investors expect the outperformance of tech stocks relative to the S&P 500 to continue? Image: J.P. Morgan
Cumulative Flow into U.S. Tech ETFs Money is pouring into U.S. tech ETFs. Image: J.P. Morgan