What's going on with software?
Walter Scott has been taking a close look at software companies. Client investment manager George Dent explains why.
2:27 mins Watch
Published on 25 February 2026
Key points:
- Software stocks have been volatile as AI shifts from capex-heavy buildout to questions of usage and monetisation.
- The market has fixated on whether legacy software providers could be left behind by smaller upstarts.
- Walter Scott is revisiting investment cases across owned and non-owned names to understand the risks, opportunities, and potential AI-driven winners.
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