Viewpoints about Technology Sector
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Where to focus in 2021—a year of recovery across emerging markets
The 2020 momentum that propelled emerging-market stocks in industries such as e-commerce, cloud computing, and other new economy segments could extend well beyond 2021.
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Growth or value in small caps? Consider a core approach
A core approach to U.S. small-cap equities can blend the attributes of both the value and growth styles while addressing sector concentration risks.
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Thematic investing acceleration in 2021
As 2021 gets under way, U.S. policy proposals may gradually reshape the investment landscape. We explore potential scenarios for transformational change, as well as some enduring trends that may accelerate in the year ahead.
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Sector dispersion creates opportunities for long/short equity funds
Long/short equity funds may be able to take advantage of coronavirus-driven sector dispersion and related market trends.
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First in, first out: North Asian equities exhibit postpandemic strength
The abrupt freezing of the global economy has quickly separated the strong from the weak in the emerging markets. We explore the key points of resilience and vulnerability for investors.
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Digital resilience: technology stocks point toward recovery
As businesses reopen around the globe, investors have found resilient growth opportunities in tech stocks. We explore the sources of this strength and what appears to be a durable trend.
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Small caps, after the crisis
Small-cap stocks tend to fall further than large caps in a crisis. But history shows their rebounds eventually became much stronger.
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A multifactor ETF approach to sector investing
A multifactor ETF approach for sectors may make sense for long holding periods and for investors who want to avoid overconcentration in individual stocks.
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Will the uptick in global economic growth be sustained?
Global economic growth has accelerated for the first time in 24 months. What are the implications for equity investors? Gain insight from Wellington Management's John A. Boselli, CFA.
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The millennial consumer and the future of U.S. growth
Are millennial consumers ready to carry the productivity torch? We explore how millennials are contributing to U.S. growth while making sustainability a priority.
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