Portfolio managers at AllianceBernstein think investors are under-reacting to cash earnings power of value companies.
Category: Equities
Is there any point investing in the US actively?
Few active funds come close to the high returns of the index trackers.
Janus Henderson: Only a matter of time before biotech outperforms
The asset manager’s biotech portfolio managers see a strong setup for biotech stocks in the coming quarters.
AllianzGI’s new India head shakes up equity strategy
“We want to justify the fee we earn from clients,” Anand Gupta tells FSA in an interview.
AI or IA – Artificial intelligence or an Indian allocation?
Investors shouldn’t ignore the world’s largest democracy with one of the fastest growing economies.
GMO: There is no tech bubble
The firm which has a history of calling market bubbles doesn’t see a market collapse looming.
The fund managers who write short reports on their long ideas
Short reports, or ‘devil’s advocate reviews’ are key to the investment process at this $102bn long-only asset manager.
Wild stock swings erase most Japanese funds entire 2024 gains
The volatility in Japanese stocks sent most Japanese equity funds into negative territory after Monday’s historic slump.
The funds worst hit by tech sell-off
FSA looks at the funds affected the most by the recent slump in tech stocks.
GROW with Singlife partners JPMAM to offer enhanced index fund
An exclusive share class is available on Singapore’s CPF investment scheme.
