Tag: IT Stocks

Addressing Valuation Risk By Rebalancing

Addressing Valuation Risk By Rebalancing

Addressing Valuation Risk By Rebalancing by Tripp Zimmerman, Associate Director of Research, The WisdomTree Blog With equity markets up more than 250% since the 2009 lows and slightly off all-time highs1, we think it is especially important to ask whether […]

Activist Investors Drive Hedge Funds Buying

Activist Investors Drive Hedge Funds Buying

Activist investors have gotten more and more interested in healthcare stocks over the last year or so, and hedge funds in general have taken note. Overall, hedge funds are shifting away from information technology stocks and toward healthcare stocks, which […]

Goldman Touts IT And Financial As US Economy Accelerates

Goldman Touts IT And Financial As US Economy Accelerates

A June 11th report from Goldman Sachs Portfolio Strategy Research highlights the sector implications of faster growth in the US economy, higher interest rates and a stronger dollar. GS analyst Elad Pashtan and colleagues summarize their current sector recommendations: “We […]