Incorporated in 2007 as SafeChannel, Zscaler is a cloud security company headquartered in San Jose, California. Zscaler offers a cloud platform, together with related support services to provide privacy and security for both internal and external network connections.
Incorporated in 2007 as SafeChannel, Zscaler is a cloud security company headquartered in San Jose, California. Zscaler offers a cloud platform, together with related support services to provide privacy and security for both internal and external network connections.
As one would expect euphoric periods offer poor returns and periods with horrendous sentiment tend to offer more attractive returns. Let’s see where the crowded trades are now.
Hypothetically speaking, if you had to invest in a particular area of the U.S. economy, which do you think would offer the best investment opportunity?
In my opinion, true active strategies have a very important role in portfolios as complements to passive, cheap beta. Advisors need to understand what they own.
October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
As an investor, it’s nice to know what we should expect from President Trump, because we have seen the movie before in 2017 – 2021. Apart from the early part of the Pandemic period, the economy and stock markets generally performed well.
Remember, our investment in stocks is a De facto vote of confidence on the economies in which we invest. Earnings, revenue, margins, free cash flow, and the growth of these important metrics is what drives stocks up or down over time.
The discretionary sector struggled as did all growth and quality-oriented areas of the market in 2022. That was a classic re-set and a raging opportunity to add exposure.