The technology sector now trades near a 20 times price-to-earnings ratio, matching the S&P 500, but with over 50% higher expected long-term earnings growth. Recent market declines, driven by geopolitical and macroeconomic concerns, have created selective buying opportunities, particularly in technology stocks and certain high-yield investments like private credit and senior-focused REITs. Despite some selloffs in private credit due to redemption fears, default rates remain low and yields are attractive. Investors may find value in dividend growth ETFs and specific REITs amid current market conditions.
State Street Investment Management has filed for four new ETFs targeting the energy, technology, consumer staples, and consumer discretionary sectors. These new ETFs differ from existing ones by using uncapped S&P 500 sector indexes, allowing more co...
The Q2 2026 earnings season is expected to show strong growth with the S&P 500 projected to deliver a 23.3% earnings increase, led by technology and energy sectors. Tech gains are fueled by AI investments and semiconductor demand, while energy benefi...
