Despite doubts over whether the US can continue to be an exceptional source of equity returns, investors can still find companies able to deliver consistent, profitable growth, says John H Fogarty.
Category: Asset Class in Focus
Morgan Stanley IM’s Dennis Lynch on AI: “There is no clear winner”
Dennis Lynch, who heads up some of Morgan Stanley IM’s top-performing growth equity strategies, shares with FSA his thoughts on artificial intelligence and investing in the face of volatility.
Market volatility is creating enticing opportunities for value investors
Daniel NicholasClient Portfolio Manager, Harris l Oakmark (an affiliate of Natixis Investment Managers) Equity valuations are still elevated, so are equity opportunities While US stocks have fallen so far this year, US large cap indices are still trading at valuations well above their long-term averages. And due to the narrowness of the rally in recent […]
RQI Investors brings flagship quant value strategy to Singapore, UK, Europe and Canada
The new UCITS vehicle has secured $20m in seed funding from a family office and $30m from its parent First Sentier Investors.
Schroders: Gold still shines brightly
Gold is rallying as a monetary asset, not as a commodity asset, says James Luke, fund manager, metals, Schroders.
JPMAM backs a high income equity strategy
A high income-oriented global equity portfolio has historically generated extra income with less volatility, says JP Morgan’s Sam Witherow.
5 funds that have bounced back post-tariff sell-off
FSA highlights five global equity funds that have outperformed since markets started to recover from the tariff sell-off.
Northleaf closes infrastructure fund
The figure exceeds the target of $2.25bn and hits the fund’s hard cap of $2.6bn, according to a statement by the firm.
Partners Group buys Singapore-based Digital Halo
Partners Group plans to initially commit $400m alongside ARCH Capital in the data centre platform.
Wellington partners with Bank of China HK to distribute credit fund
The Wellington Credit Income fund invests in a diversified portfolio of credits, seeking total returns and income.
