The FSA Spy market buzz – 26 May 2025
iShares gets defensive, JP Morgan Private Bank is thinking about AI, Crowded shiny trades, Bitcoin and the most expensive pizzas, Harvard’s closing doors, Jonny Ive and OpenAI and much more.
Having begun the year around the 3,250 mark, the Shanghai Composite Index has since climbed all the way to 5,166 at its June peak before plummeting to a 2,964-point trough 40 days later.
From that August low the index has exhibited unpredictability that makes wider global volatility waves look like ripples in a puddle, bouncing between a 3,243-point ceiling and 2,927 floor eight times in the past month.
Given this highly uncertain outlook, it is no surprise that China is not currently top of the investor agenda.
However, having exposure to the world’s second-largest economy is an essential part of a diverse portfolio, and this week’s Head-to-Head weighs up two equity vehicles that allow investors to do just that: Neuberger Berman China Equity and Allianz Greater China Dynamic.
Overseeing the action is Liontrust Asset Management’s head of multi asset John Husselbee.
iShares gets defensive, JP Morgan Private Bank is thinking about AI, Crowded shiny trades, Bitcoin and the most expensive pizzas, Harvard’s closing doors, Jonny Ive and OpenAI and much more.
Part of the Mark Allen Group.