Get leveraged this Christmas, ETFs are growing in Asia, Capital Group’s concentration warning, Ninety One on inflation, Micro-aggressions in language, Book recommendation, Apple vs France and much more.
Category: FSA Spy
The FSA Spy market buzz – 8 December 2023
White Wolf’s PE howl, What’s in a (fund) name? Growth versus value – again, Wall Street makes its predictions, BlackRock joins the Gen AI trend, Pity Walmart, Albert’s genius, advertising and much more.
The FSA Spy market buzz – 1 December 2023
Change at Lumen Capital, The gold bugs rise again, Credit card debt hits a global high, The quiet wisdom of Charlie Munger, Advertising from Schroders, Fidelity and much more.
The FSA Spy market buzz – 24 November 2023
Fidelity Mutual conversions gather pace, Lithium’s shocking fall, NFTs come back from the dead, Fast cars and underperformance, Doing national service in China, Big three dominance fades and much more.
The FSA Spy market buzz – 17 November 2023
Dimensional’s new fixed income, Janus Henderson ponders AI, Alibaba disappoints with cloud, The debt pendulum swings, Hong Kong’s new Academy, ESG withers and much more.
The FSA Spy market buzz – 10 November 2023
Dividend kings, JP Morgan’s active drive, Wellington Management’s biopharma video, M&G’s investment mega trends, soaring hedge fund pay, Ray Dalio’s biography, Ottawa madness and much more.
The FSA Spy market buzz – 3 November 2023
Human flourishing in a fund, SBF is guilty, year-on-year growth for mega-caps, Lombard Odier’s EV myth busting, Pinebridge’s active ideas, FSMone’s LSE ETFs, and much more.
The FSA Spy market buzz – 27 October 2023
ETF juggernaut, bitcoin’s rally, the S&P 500 usual wobble, Air Asia’s dubious SPAC plan, the political dimension, emerging markets ex China, Amazon’s bonanza, wise words from Jim Grant, and much more.
The FSA Spy market buzz – 20 October 2023
Active ETFs roll out, HSBC adds in China, Man Group’s assets flow, Asia IPO volume, debunking the deglobalisation myth, scary mortgages, advertising and much more.
The FSA Spy market buzz – 13 October 2023
Change at JB, Krane goes green on China, Donald Trump’s valuation wisdom, green funds buy defence, losing fast with VinFast, Janus Henderson’s scary bear, US debt explosion and much more.
