Weekly Report: what happened at IETC last week (0408-0412)?

Wall Street Behemoths BNY Mellon & Accenture Join Forces to Revolutionize Financial Services Through Data Innovation

The Bank Of New York Mellon Corporation is collaborating with tech giant Accenture Plc to modernize financial services offerings. The companies will leverage cutting-edge technologies to unlock the potential of data at unprecedented speeds. BNY Mellon and Accenture will focus on data management and analytics product development.

Tailwinds In Tech

William Blair: We are in a new demand cycle for tech hardware. Smartphones and PCs are still the largest end-markets, but their outlook is improving. AI presents a second avenue of growth for many of these Taiwanese companies, says Hiraman. The past year’s gains in Taiwan tech were primarily driven by increases in stock valuations.

Weekly Report: what happened at IETC last week (0401-0405)?

April 2024 Perspective

Home Market Outlook Today's Market April 2024 Perspective: Manning & Napier. The market is continuing to focus on the soft landing scenario in the equity market. Energy and Materials were the strongest performing sectors in March. The Information Technology sector has started to show signs of cracks.

Equity Outlook: Earnings Step Back Into The Market Spotlight

Too many companies with solid earnings growth haven’t been rewarded in narrow equity markets. Global equities advanced briskly in the first quarter. Earnings growth is poised to take center stage as a driver of stock returns for wider equity markets, says AllianceBernstein. The market's resilience reflects a potential turning point for equity investors.

Weekly Report: what happened at IETC last week (0325-0329)?

Weekly Report: what happened at IETC last week (0318-0322)?

iShares Evolved U.S. Technology ETF declares quarterly distribution of $0.0778

Accenture To Gain From Strong GenAI Project Acceleration Despite Decline In Demand For Smaller Projects: Analyst

RBC Capital Markets analyst Daniel R. Perlin reiterated the Outperform rating on Accenture Plc. The company reported second-quarter fiscal 2024 sales of $15.80 billion. The analyst raised the price forecast for Accenture to $381 from $374.

Taking Stock: Q2 2024 Equity Market Outlook

Weekly Report: what happened at IETC last week (0311-0315)?

Weekly Report: what happened at IETC last week (0304-0308)?

IETC: Big U.S. Technology Companies Continue To Offer Upside Potential

IShares U.S. Tech Independence Focused ETF focuses on companies with a focus on tech independence and resilient value chains. The fund's investment strategy is based on BlackRock's proprietary data and uses quantitative analysis to allocate companies to sectors. IETC has a "black box" approach, with no minimum holding period and a generous IRR of 12%. Microsoft, Broadcom, Nvidia, and Amazon are the fund's top four holdings.

Outline For The Election Playbook: Part 1

Home Investing Strategy Portfolio Strategy Outline For The Election Playbook: Part 1 by Kristy Akullian, CFA. It pays to keep your portfolio non-partisan. Investors who held the course as political winds changed earned nearly twice as much in the last decade. Election years tend to have a wider range of potential outcomes.

Weekly Report: what happened at IETC last week (0226-0301)?

Weekly Report: what happened at IETC last week (0219-0223)?

Sector Insights: What Could Go Right In 2024?

Weekly Report: what happened at IETC last week (0212-0216)?

Can The 'Magnificent Seven' Tech Giants Continue To Outperform Following Impressive Quarterly Results

Tech stocks have had a strong start to 2024. Vitali Mossounov rounds up of big tech fourth quarterly results. Will the "year of efficiency" for the tech giants continue in 2024? The Magnificent Seven companies posted 15% revenue growth in the fourth quarter.