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Why software stocks could be a safe haven for investors in a tariff-induced recession

  • Software stocks could be a safe haven for investors in a tariff-induced recession, according to Bank of America.
  • Infrastructure and back office vendors are recommended as more resilient in a weaker economic environment.
  • Software historically takes time to feel the impact of a recession, about two to three quarters.
  • Overall, Bank of America expects stable demand and sees software as a bright spot in the tech sector.

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