FSA highlights five global small cap funds that are outperforming the Nasdaq 100 tech index in the second half of the year.
Author Archives: Abraham Darwyne
Robeco: Central banks may be underestimating inflation risks
The Dutch asset manager warns in its 2025 outlook that overly aggressive easing could accelerate inflation next year.
BlackRock: Market concentration does not imply fragility
The world’s largest asset manager said mega-cap tech firms have “unmatched resources” to stay ahead in the race to build out artificial intelligence.
Amundi’s head of global macro flags ‘innocent bystanders’ in potential US tariffs
An underappreciated risk to growth is the potential escalation of a trade war, depending on global reactions to US tariffs, warns Amundi’s Mahmood Pradhan.
Ruffer: China equities could be ‘the best contrarian allocation’
The British boutique asset manager known for focusing on capital preservation has turned bullish on Chinese equities.
Invesco: Investors need to be selective in India
There are reasons to be bullish despite the recent correction in Indian equities.
JP Morgan AM: Japan is still under researched
“We have never felt so excited about the outlook for Japan as we do at the moment” said JPMorgan Japan fund manager Nicholas Weindling.
HKIFA appoints Stephen Po as honorary adviser
The newly created role is to enhance the connectivity between Hong Kong and Mainland China.
Principal Financial Group names Deanna Strable as new CEO
Strable takes over from Dan Houston who will continue as executive chair.
Five funds that have soared after the ‘Trump Trade’
FSA looks at five equity funds that have seen the highest returns in the days immediately following Trump’s election win.
