Investors digest the impact of Trump’s aborted 25% tariffs on allies Mexico and Canada as well as the 10% tariffs implemented on Chinese goods.
Category: Asset managers
Why this fund manager prefers family or founder-led firms
Stewart Investors portfolio manager Oliver Campbell explains why founder- or family-led companies tend to perform better in the long run.
JPMAM: Alternatives offer ‘compelling’ opportunity
JP Morgan Asset Management identified transportation, US real estate and secondaries as its areas of highest conviction.
Early Nvidia investor says ‘AI washing’ is a growing problem
Robocap founder and CIO Jonathan Cohen says more and more companies are exaggerating their artificial intelligence technology.
Report: Hidden costs are adding up for index investors
Passive index funds trying to minimise tracking error is coming at a cost to returns, according to Dimensional Fund Advisors.
The role of the boutique in a world where passive is king
Is the rise of passive investing a challenge or opportunity for boutique asset managers?
Report: GFIs are unanimously overweight US equities
A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
Principal AM: Investors should consider global diversification
The asset manager is less constructive on US equities compared with most of its peers.
