5 key trends, 3 secular themes and 10 top software stocks to own for 2025: BofA
Investing.com — Tech stocks have wobbled into the start of the new year, but the US software sector remains inexpensive and is set to ride the third major tech cycle as consumer and enterprise AI adoption grows more rapidly, analysts
Is the Treasury sell-off over? Capital Economics weighs in
Investing.com – While US Treasury yields are expected to fall over the rest of 2025, the yield curve could nonetheless continue to steepen, according to analysts at Capital Economics. Benchmark 10-year US government bond yields recently touched multi-month highs as investors fretted
Here’s why JPMorgan says investors should stay underweight emerging market stocks
Investing.com – Emerging market stocks have underperformed for a fourth straight year, bringing the cumulative lag to their developed market peers since 2019 to 45%, according to analysts at JPMorgan. They added that the MSCI Emerging Markets index, which tracks large- and