Cash Cows, Liontrust buys GAM, Vanguard and negative TV, Janus Henderson and the bond market, thematic investing’s steep recovery path, ChatGPT reaches 100 million, wisdom, Ferraris and much more.

Cash Cows, Liontrust buys GAM, Vanguard and negative TV, Janus Henderson and the bond market, thematic investing’s steep recovery path, ChatGPT reaches 100 million, wisdom, Ferraris and much more.
Fubon’s battery enthusiasm, Wellington Management on cyber attacks and ransom, AWS goes bananas, Meta rallies, artificial not such intelligence, a chart of handbag glory and much more.
Invesco’s thematic equity ESG ETFs, Chinese asset managers flock to Hong Kong, Ninety One’s microchip stats, CoCos are back, holding for the long term, Friday quiz, Singapore and much more.
JP Morgan Private Bank hires, MicroSectors gets DULL, LVMH has protests and glory, Twitter wants you to trade with it, CNBC’s perfect contrarian calls, bankruptcies, advertising and much more.
Retirement at Aviva Investors, inflation beneficiaries (maybe), Allianz Global Investors is going all in in China, BNP Paribas’ thematic outlook, UBS and Credit Suisse, Nasdaq performance and much more.
Bitcoin rolling futures, new fund pricing models gather pace, greenbleaching, sustainable bonds (not), thematic investing at the top; consultant jokes, Munger’s wisdom and much more.
JP Morgan’s active China, Chinese private funds growing fast, punditry torn apart, ratings agencies torn apart too, Larry Fink adds concern, Credit Suisse’s bad meme week, high wages and much more.
Reality-based investing, democratic ETFs, getting AI to do the risk work, China’s new regulator, thoughts on International Women’s Day, a new asset manager and much more.
BlackRock and JP Morgan play bonds, Eastspring on Asian equities, Aussie dividends power ahead, Schroder’s AuM in Asia, Allfunds off again, Singapore raises the bar, Julius Baer is hiring and much more.
Return stacked strategies, UBS and China, Allfunds in play (again), Vanguard sticks to its guns, First Sentier on India, amusement in Indonesia, flight price horrors and so much more.
Part of the Mark Allen Group.