The Macro Economy's Growing Influence on the Software Industry There's a lot of hype around concepts like big data and the software-as-a-service model, says John DiFucci of J.P. Morgan, but they shouldn't be ignored. Related Articles Despite Software Making a Comeback, Investors Still Struggle With Valuations James Comtois Study Says Life Insurers May Need $4.5B More Capital for Private Credit Holdings Michelle Celarier Capital Markets, Reframed: A Corporate Defined Benefit Perspective Sponsored by Fidelity Investments