Goldman Sachs AM expects more return dispersion across asset classes
An integrated approach to portfolio construction can benefit from differences in public and private capital market characteristics, says GSAM in its 2024 outlook.
GAM: Foreign investors are ignoring China corporate earnings
Global investors are increasingly focusing on macroeconomic factors over corporate fundamentals in China, according to GAM.
DWS expects superior returns from risk investments
A benign interest rate environment and a recovery in corporate profits should underpin bond and some equity markets in 2024, according to the German asset manager.
Are markets underestimating this underperforming sector?
Fund managers at Janus Henderson and abrdn share why they are bullish on the healthcare sector.
Janus Henderson: Global dividends slip as oil firms and miners make large cuts
Global dividends fell nearly 1% in the third quarter of the year, according to the latest Janus Henderson Global Dividend Index.
Biotech sector is ripe with alpha: Janus Henderson
The biotech sector is filled with mispriced securities after an era of easy money in 2020, according to Janus Henderson’s Agustin Mohedas.
Five top performing tech ETFs
FSA looks at the five best performing tech funds of the past 12 months available for distribution in Hong Kong and Singapore.
Are investors pressing ‘pause’ on their love affair with the Magnificent Seven?
Following a lacklustre set of Q3 results, are the technology stocks finally losing their sheen?
The ‘magnificent seven’ are set to strengthen with AI: T Rowe Price
Artificial intelligence will not disrupt the incumbent tech giants; it will make them bigger, according to the US fund manager.
Amundi spots opportunities in emerging markets
The French asset manager believes some emerging markets are resilient in the face of global headwinds.
Five top-performing emerging market equity funds
FSA looks at the five best performing emerging market equity funds of the past 12 months.
MIGO’s Greenwood: EM scepticism creates compelling valuation anomaly
Fund manager discusses emerging market opportunities in India, Vietnam, and Georgia
Why this top performing fund manager is obsessed with factor tilt
T Rowe Price’s Peter Bates explains why after the decade-long bull market, some of the best performing fund managers are now struggling.
Active managers are underweight Japan despite strong fundamentals: GMO
Over 80% of active managers are underweight Japan despite strengthening fundamentals, according to GMO.
Five top-performing Japanese equity funds
FSA looks at the five best performing equity funds in Japan during the past 12 months.
Meet the Apac ex-Japan fund manager with a zero weighting to China
Jupiter’s Jason Pidcock also explains why he has such a large overweight to Australia.
Loading…
Something went wrong. Please refresh the page and/or try again.
FSA SPY
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.
