FSA highlights five global small cap funds that are outperforming the Nasdaq 100 tech index in the second half of the year.
Category: Research
Top Trumps: North American equities – 21 November 2024
This week, FSA provides a quick comparison of two North American funds: the Fidelity America fund and the Jupiter Merian North American Equity fund.
Asia ex-Japan equities: Invesco versus JOHCM
As part of FSA’s head-to-head series, we compare the Invesco Asian fund and the JOHCM Asia ex‐Japan fund.
Top Trumps: Commodities – 14 November 2024
This week, FSA provides a quick comparison of two gold funds: the Franklin Gold and Precious Metals fund and the Ninety One Global Gold fund.
Five funds that have soared after the ‘Trump Trade’
FSA looks at five equity funds that have seen the highest returns in the days immediately following Trump’s election win.
Schroders’ AUM reaches new high but net outflows fall by $2.96bn
Group warned of Q4 £8bn outflow from legacy Scottish Widows mandate.
Top Trumps: Greater China equities – 7 November 2024
This week FSA provides a quick comparison of two Greater China equities funds: the Eastspring Investments Greater China Equity fund and the Fidelity Greater China fund.
MSCI Survey: financial asset prices don’t reflect climate risks
Yet, survey respondents recognise future impacts on economic activity and migration patterns.
Active China equity funds lag amid breakout month
Some of the biggest actively managed China equity funds have not kept up the pace with the rally in Chinese markets year-to-date.
Top Trumps: Global emerging markets fixed income – 30 October 2024
This week FSA provides a quick comparison of two GEM fixed income funds: the JGF-Jupiter Global Emerging Markets Short Duration Bond fund and the NB Short Duration Emerging Market Debt fund.
