Technology sector
Technology sector

The technology stock rally has an open road ahead

While valuations look somewhat overextended, this year’s rally for information technology stocks may have more room to run, as we expect the sector to continue to drive solid earnings growth. Read more

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The quarterly outlook from our asset management network across key markets and asset classes, now available for iPad.

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Trump policies may help certain tech stocks, hurt others

See which Trump policies on the agenda today may move tech stocks abruptly—up or down—depending on how, or if, those policies unfold. Read more

The long-term case for tech stocks remains robust

Tech stocks have enjoyed large gains, and the recent run-up has left investors questioning the sustainability of current valuations. See why our long-term case for tech remains intact. Read more

Currency tides may be changing, providing more lift for international equities

The damage that the U.S. dollar’s strength has inflicted on international equity returns may have run its course, as a recent comeback for foreign currencies has enhanced the appeal of international stocks. Read more