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.
Tag: AI
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.
Five tech funds outperforming year-to-date
FSA looks at the five top-performing technology funds eligible for distribution in Hong Kong and Singapore.
The FSA Spy market buzz – 24 May 2024
Albert Einstein’s compounding, Capital Group and KKR team up, Bill Gross’s stamp collection, Nvida blows the lights out, Dotcom bubble reminder, Dalio’s shop houses, and much more.
UBS survey: Apac family offices raise fixed income allocations
Family offices in the region and globally also intend to raise their allocation to Apac assets over the next five years.
