Microsoft (MSFT), Nuance (NUAN), and Guidewire (GWRE) are the best software stocks to own in a weak economy, argues Deutsche's Tom Ernst. On the flip side, he sees companies with high average selling prices and upcoming product refreshes, such as Adobe (ADBE - previous), as being at risk should enterprises hold off on new projects, though the fact valuations have compressed for many names could limit downside.
From other sites
ETF Screener: Search and filter by asset class, strategy, theme, performance, yield, and much more
ETF Performance: View ETF performance across key asset classes and investing themes
ETF Investing Guide: Learn how to build and manage a well-diversified, low cost ETF portfolio
ETF Selector: An explanation of how to select and use ETFs