Is the tide finally turning for Chinese equities?
One head of emerging markets says there is every chance China will be one of the best performing stock markets in the next five to 10 years.
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
Will economic green shoots entice investors back to the UK market?
Value stocks and smaller companies could benefit from a UK equity revival on the back of an improving macro backdrop.
Fidelity jumps to fifth in Broadridge China survey
Fidelity beaks into the top five for the first time in Broadridge’s China Power Ranking, a survey of the top performing asset managers in China.
Does India deserve its premium to emerging markets?
There are several reasons why the gap between India and other emerging markets could diminish, according to market observers.
Fixed-term bond funds double net inflows in 2023
Fixed-term bonds hit a sweet spot as investors took advantage of high interest rates.
JP Morgan retains pole position in Z-Ben China rankings
The US firm excels with its outbound and inbound product offerings, with UBS/CS dominating with its onshore business.
James Bullard: there’s enough data for the Fed to begin cutting
The former president of the Federal Reserve Bank of St. Louis explains why he thinks the Fed should move to cut interest rates now.
Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts and the impact this will have on Europe.
A year on from the fall of SVB and Credit Suisse: US and European banks are diverging
A year on from the collapse of Silicon Valley Bank, European banks have put themselves in a promising position, according to investors.
Asia investors flock to bonds
Although favouring fixed income Hong Kong investors also poured cash into equity funds, according to Calastone research.
How AI has given this fund management house an edge
UOB Asset Management’s head of investment technology Paul Ho tells FSA about how implementing AI into their process has helped their Asian strategy outperform in 2023.
Apac remains a growth region for asset managers: KPMG
A new report by KPMG finds that asset managers can generate higher and more stable margins in Asia Pacific.
UBS GWM backs quality bonds and tech stocks in 2024
UBS Global Wealth Management predicts both equities and bonds to generate positive returns next year under its base case.
Bonds are back among gatekeepers – PGIM
PGIM Investment’s Gatekeeper Pulse study canvassed the views of 210 Asian and European gatekeepers at large global financial institutions, all of which have assets under management of at least $1bn.
Are investors pressing ‘pause’ on their love affair with the Magnificent Seven?
Following a lacklustre set of Q3 results, are the technology stocks finally losing their sheen?
Loading…
Something went wrong. Please refresh the page and/or try again.
FSA SPY
The FSA Spy market buzz – 3 May 2024
Catholic principles investment, Brown Advisory and ESG, Robotics and automation fun, China’s little bounce, Frontier investing excitement, Zero downside in wonderland, Bambu’s demise and much more.
