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Why this healthcare fund is backing future AI winners
As artificial intelligence permeates through the healthcare industry, Bellevue Group favours the companies that stand to gain the most.
DNCA: Long term rates should be higher
DNCA deputy chief investment officer François Collet explains why he thinks risk is not being accurately priced.
Stewart Investors: Find the picks and shovels to sustainability
Looking beyond the obvious sustainability names is one way to avoid boom and busts when investing in the theme.
James Bullard: there’s enough data for the Fed to begin cutting
The former president of the Federal Reserve Bank of St. Louis explains why he thinks the Fed should move to cut interest rates now.
St. James’s Place updates asset allocations amid ‘soft landing’ base case
The wealth manager’s confidence in global high yield and global EM equities has lowered.
Janus Henderson: Stock acronyms are a contrary indicator
The diverging performance of the Magnificent Seven stocks shouldn’t be a surprise, according to portfolio manager Richard Clode.
Schroders: High yield is not a slam dunk anymore
Schroders global fixed income managers say higher dispersion will require careful credit selection
KBI: “There has been an explosion of interest in sustainable strategies”
KBI Global Investors’ Jean Ryan said she has observed an “institutionalisation” of sustainable investing in recent years.
Janus Henderson’s Gibson: Real estate is at an inflection point
“If rates rising are bad for listed property, then the opposite must also hold true.”
Impax AM: More chips will require more water
The growth in semiconductor manufacturing is going to require a lot of water and solutions to manage its waste, according to Impax portfolio manager Justin Winter.
abrdn: EM credit still has a lot of ‘juice’ left in the tank
Compared to developed market credit, emerging market credit valuations aren’t quite as stretched despite a favorable outlook, says abrdn’s Dahiya.
Will bumpy inflation figures defer the interest rate cuts markets hope for?
While the path towards the 2% target is more turbulent than expected, expectations around rate cuts are now more reasonable.
HSBC Global Private Banking moves overweight global equities
The global private bank has adopted a clear risk-on strategy, being overweight both equities and fixed income now.
Janus Henderson on ‘the biggest commercial opportunity ever seen in healthcare’
Janus Henderson’s Andy Acker suggests the opportunity for healthcare outperformance is becoming more promising after last year’s difficulties.
Barings’ Schauer: Refinancing fears are overblown
Investors shouldn’t be too concerned over a debt maturity wall, according to Baring’s high yield portfolio manager Adam Schauer.
UBS GWM: Asian AI beneficiaries have more potential than US tech
Investors should look for Asian AI beneficiaries, according to a recent UBS Global Wealth Management report.
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FSA SPY
The FSA Spy market buzz – 12 April 2024
Equity that is not Kool, Abrdn’s fund closures, Lombard Odier loves private markets, China’s ugly debt graph, Mountainous interest rate analogies, US housing costs, Gold smuggling, Advertising and much more.
