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Japan ready to join ‘global club of normalised monetary policy’
The Bank of Japan hiked interest rates to their highest level in 17 years on Friday, but investors reckon the outlook for equities is benign.
Into 2025: Managers say how to navigate a volatile new year
Lauren Hardy gauges the lie of the land across the investment universe as we embark on a new year.
Morningstar: Trump’s tariff plan is the biggest wild card for US equities
The tailwinds that propelled the US in 2024 are receding, and tariffs add another unknown to the mix, writes Mark Preskett.
FundCalibre: Can financials surprise again in 2025?
Financials delivered the best sector returns of last year, but can it repeat the trick in 2025, asks Darius McDermott.
Lazard Geopolitical Advisory warns of trade battles
Economic nationalism will likely reach new heights during the incoming Trump administration, according to the analysis firm.
Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.
Is the gold price rally about to end?
The asset class has been hit by uncertainty, despite performing well for the majority of 2024.
Balancing act: Are concentrated markets good for long-term gains?
Morningstar’s Michael Born discusses whether there is any longevity in returns being generated by a few market leaders.
‘Take more risk in credit rather than taking risk in rates’: FSA Breakfast Briefing Fixed Income
Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore favoured taking credit risk over duration risk.
‘Nothing has changed and yet everything has changed’: FSA Breakfast Briefing Equities
Panellists at the recent Fund Selector Asia Breakfast Briefing events in Hong Kong and Singapore felt that Trump’s pro-growth policies would outweigh the impact of tariffs.
More market tremors loom ahead: Muzinich & Co founder
Recent market volatility could be a precursor to more sell-offs in the near term, according to Muzinich & Co founder George Muzinich.
GMO: Deep value is our highest conviction idea
Index providers are labelling growth and value stocks seemingly arbitrarily, according to GMO’s asset allocation team.
AXA IM’s Asia CIO: Aggressive rate cuts aren’t guaranteed
The Fed is more likely to normalise monetary policy instead of aggressively cutting rates, says AXA Investment Manager’s Asia CIO Ecaterina Bigos.
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.
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FSA SPY
The FSA Spy market buzz – 22 February 2025
GMO excludes China; Diversity is rushing to the exit; What is a boutique? Pictet is thinking about families; Sands Capital likes software; JP Morgan’s tech spend; Defense VCs spending and much more.
