FSA highlights five global bond strategies that have outperformed in the first quarter of 2024 after top-ranked performance in 2023.
Author Archives: Abraham Darwyne
Why this healthcare fund is backing future AI winners
As artificial intelligence permeates through the healthcare industry, Bellevue Group favours the companies that stand to gain the most.
DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
The top Asia ex-Japan funds of Q1
FSA highlights the best performing Asia ex-Japan funds in the first three months of 2024.
Stewart Investors: Find the picks and shovels to sustainability
Looking beyond the obvious sustainability names is one way to avoid boom and busts when investing in the theme.
The best performing Japanese funds of Q1
FSA highlights the best performing large cap Japanese equity funds of the first quarter of 2024.
Janus Henderson: Stock acronyms are a contrary indicator
The diverging performance of the Magnificent Seven stocks shouldn’t be a surprise, according to portfolio manager Richard Clode.
The top performing funds that beat the S&P 500 in Q1
FSA highlights the best performing US equity funds for the first quarter of 2024.
Schroders: High yield is not a slam dunk anymore
Schroders global fixed income managers say higher dispersion will require careful credit selection
KBI: “There has been an explosion of interest in sustainable strategies”
KBI Global Investors’ Jean Ryan said she has observed an “institutionalisation” of sustainable investing in recent years.
