Following a lacklustre set of Q3 results, are the technology stocks finally losing their sheen?
Category: Equities
The ‘magnificent seven’ are set to strengthen with AI: T Rowe Price
Artificial intelligence will not disrupt the incumbent tech giants; it will make them bigger, according to the US fund manager.
Amundi spots opportunities in emerging markets
The French asset manager believes some emerging markets are resilient in the face of global headwinds.
Five top-performing emerging market equity funds
FSA looks at the five best performing emerging market equity funds of the past 12 months.
MIGO’s Greenwood: EM scepticism creates compelling valuation anomaly
Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
Why this top performing fund manager is obsessed with factor tilt
T Rowe Price’s Peter Bates explains why after the decade-long bull market, some of the best performing fund managers are now struggling.
Active managers are underweight Japan despite strong fundamentals: GMO
Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.
Five top-performing Japanese equity funds
FSA looks at the five best performing equity funds in Japan during the past 12 months.
Meet the Apac ex-Japan fund manager with a zero weighting to China
Jupiter’s Jason Pidcock also explains why he has such a large overweight to Australia.
DBS: Put excess cash to work
Quality will count in the last quarter of 2023 in both equity and bond markets.
