Sentiment on the software industry remains bearish among fund managers in the short term. Despit...
Sentiment on the software industry remains bearish among fund managers in the short term. Despite this, managers such as Jackie Bowie, investment manager at Aegon, are still looking to locate growth or defensive areas in the software industry. Two software areas are of particular interest, she says, namely gaming and security. Gaming is on a different cycle to the rest of the industry as games are reliant on the release and upgrade of the consoles on which they are played. This, in addition to the fact games software is still selling, means the sector is performing well, she argues,...
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