FSA looks at the funds affected the most by the recent slump in tech stocks.
Tag: AI
The FSA Spy market buzz – 26 July 2024
BlackRock loves manufacturing, Small cap renaissance, Entropy in markets, Silver bugs and their fanaticism, China’s windy electricity, Life in cartoon, Ancient wisdom, Advertising and much more.
Cohen & Steers: Three reasons to allocate to listed infrastructure
Cohen & Steers’ Michelle Butler outlines the three key reasons why allocating to listed infrastructure makes sense right now.
The FSA Spy market buzz – 19 July 2024
Doubling down on crypto, Saudi ETFs in China, Contrarian AI call at Goldman, Disappearing stock market, Microsoft throws in the DEI towel, Small cap warning and much more.
BlackRock: Market dispersion calls for active investing
BlackRock’s Investment Institute’s strategists favour the AI theme, as well as US and Japanese equities.
Schroders Capital launches AI analyst for private equity
Schroders Capital has today unveiled its Generative AI Investment Analyst (GAiiA) platform.
The FSA Spy market buzz – 28 June 2024
Concentrated outperformance at Nite, $100bn in new active money, Eastspring’s Vietnam enthusiasm, Natixis discovers Gen X can’t understand bonds, History rhyming and much more.
Pictet WM’s Karen Tan: Don’t try to time the markets
Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.
The FSA Spy market buzz – 7 June 2024
Diversification contradictions, Standard Chartered’s top performers, The rich get richer, JP Morgan goes big on tech, Qatar buys into CAM, Concentration risk, Fast fashion guilt and much more.
AXA head of thematic: a new manufacturing cycle is coming
A new manufacturing cycle is imminent and bodes well for stocks, says AXA’s head of global thematic strategies Tom Riley.
