ARK Invest: Is AI the wonder cure for the broken healthcare sector?
Adopting new technology could help pharma and biotech firms fix the expensive and lengthily drug development process, writes Rahul Bhushan.
Faith in equity income stocks starts to pay dividend
There are signs of a change after years of dominance by US tech with 88% of companies raising dividends or holding them steady in 2024
AllianceBernstein: Investors risk under-exposure to EM equities
The performance track record of emerging markets (EM) stocks over two decades highlights the need to stay allocated and ride inevitable market volatility, said EM equities specialist Sammy Suzuki.
Invesco upgrades ex-US equities as it stays cautious
Shifting market dynamics are leading to downward revisions in US earnings, says Invesco.
AllianceBernstein: Don’t bet on clinical trials when investing in healthcare
Most healthcare investors focus on binary bets around clinical trials instead of buying profitable healthcare businesses, according to AllianceBernstein’s Vinay Thapar.
Invesco QQQ ETF approved for sale on HKEX
It is the first cross-listing of Invesco QQQ outside of North America.
Fidelity International: This China rally is different
China holds the keys to fight its deflationary forces, rebalance its economy and create more sustainable growth domestically, according to Fidelity International’s George Efstathopoulos.
5 Asia ex-Japan funds handpicked by Morningstar for 2025
Morningstar’s Samuel Lo tells FSA about the firm’s flagship select list, showcasing its best fund ideas for Asia-based investors.
Calastone: Fund holding periods halve over past decade
The ‘dramatic shift’ in investor behaviour is ‘signalling a new era’ that the investment industry must adapt to.
Diversify away from mega caps to offset tariff risk
Investors digest the impact of Trump’s aborted 25% tariffs on allies Mexico and Canada as well as the 10% tariffs implemented on Chinese goods.
MFS launches Contrarian Capital Fund
The MFS Meridian strategy is an unconstrained global equity fund that seeks out areas of “controversy” in the market.
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.
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.
Deutsche Bank CIO: Asia will be the engine of global growth in 2025
The high growth momentum will have a positive impact on corporate profits in the region.
Janus Henderson sees good news ahead for active investors
There is more to equities than the Magnificent 7, argues the asset manager.
The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive.
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FSA SPY
The FSA Spy market buzz – 28 March 2025
JP Morgan Asset Management gets enhanced; Thailand wants some leverage; Natxis is surveying the world; A billionaire here, another there; Business social media lunacy; Andrew Carnegie’s wisdom and more.
