- Select industries in the Technology sector are among the fastest growing segments of the market.
- The US technology sector is attractively valued given its solid long-term earnings growth, improving cyclical outlook, accelerating cash distributions to shareholders, and exposure to secular growth drivers.
- In the short term, rising demand for IT equipment should lift sales, while in the long term, cloud computing, e-Commerce, and Big Data, among other secular themes, should drive earnings growth.
- Continued labor market gains and rising capacity utilization are symptoms of an improving cyclical outlook.
Please use the following link for more investment insights on US Technology: US Technology