The US software sector is experiencing its sharpest underperformance since the tech bubble driven by fears of disruption from expanding AI capabilities. While uncertainty remains, we believe much of the sector is well placed to benefit from AI-driven productivity gains. In this month’s market insight, we explore what’s behind the sell-off and what it means for investors.
The US software sector is experiencing its sharpest underperformance since the tech bubble driven by fears of disruption from expanding AI capabilities. While uncertainty remains, we believe much of the sector is well placed to benefit from AI-driven productivity gains. In this month’s market insight, we explore what’s behind the sell-off and what it means for investors.
The US software sector is experiencing its sharpest underperformance since the tech bubble driven by fears of disruption from expanding AI capabilities. While uncertainty remains, we believe much of the sector is well placed to benefit from AI-driven productivity gains. In this month’s market insight, we explore what’s behind the sell-off and what it means for investors.
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