FSA highlights the best performing US equity funds for the first quarter of 2024.
Category: Equities
BOS’s Grizelda Lee: better options than cash
Long duration investment grade bonds and Japanese equities offer DPM clients yield and capital growth, according to Grizelda Lee, head of discretionary portfolio management at Bank of Singapore.
JPMAM: active is the revolution within the ETF industry
Active ETFs combine the skills of portfolio managers with the efficiencies of passives, says JPMAM’s Apac ETF head.
Janus Henderson’s Gibson: Real estate is at an inflection point
“If rates rising are bad for listed property, then the opposite must also hold true.”
Bank of Japan’s rate hike signals ’new horizon’ for Japanese equities
Investors say the BoJ’s decision to raise interest rate for the first time in 17 years is a positive sign for the country’s equities market.
JPMAM: EMs are too big to ignore
In a falling interest rate environment, investors neglect ignore the attractions of emerging markets at their peril, according to JPMAM strategists.
Janus Henderson on ‘the biggest commercial opportunity ever seen in healthcare’
Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.
Five China funds that have rallied double digits in a month
FSA looks at the top performing Chinese funds during the recent month-long rally.
UBS GWM: Asian AI beneficiaries have more potential than US tech
Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.
Federated Hermes EOS warns about AI risks
Companies implementing AI need to take steps to reduce the regulatory and business risks it poses, expert warns.
