Contrarian alert: Is it time to look at software companies?
Mega-trends
Posted by WisdomTree on 11.07.2024
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The first half of 2024 saw the world’s largest companies by market capitalisation continue pushing the broad-based benchmarks for equities seemingly ever higher. However, the performance amongst software-focused companies has been challenged. Can we see an inflection and software-oriented firms doing better in the second half of 2024?
