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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.
GMO: There is no tech bubble
The firm which has a history of calling market bubbles doesn’t see a market collapse looming.
The fund managers who write short reports on their long ideas
Short reports, or ‘devil’s advocate reviews’ are key to the investment process at this $102bn long-only asset manager.
Copper not spared from global sell-off
Fundamentals still favour copper prices in the long run, but overly bullish calls for high copper prices could disappoint.
Morgan Stanley IM’s CIO cites US fiscal policy as top concern
Morgan Stanley Investment Management chief investment officer Jim Caron is worried about the potential dominance of fiscal policy over monetary policy.
Investors in HK-listed firms should demand better audits, Fidelity says
The asset manager says investors in Hong Kong-listed companies could reshape corporate governance to their favour with better audits.
What will the French election result mean for financial markets?
With the recent French elections effectively resulting in a stalemate, what impact will this have on financial markets?
BlackRock: Market dispersion calls for active investing
BlackRock’s Investment Institute’s strategists favour the AI theme, as well as US and Japanese equities.
UBP: A global cyclical recovery should benefit China
The Swiss private bank is bullish on Chinese and US equities.
US bond market volatility is looming, US asset managers warn
Bond portfolio managers from some of the biggest US asset managers are expecting market volatility towards year end.
BlackRock: We’ve entered the golden age of fixed income
World’s largest asset manager says a premium for Asian bonds may be warranted given the diversification benefits.
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FSA SPY
The FSA Spy market buzz – 15 November 2024
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, and much more.
