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.
Tag: AI
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.
HSBC unveils innovation programme for PB clients
The bank’s wealthy clients met California tech hub leaders as part of its “All-in on Innovation” scheme.
The FSA Spy market buzz – 17 May 2024
Cash flow cows; Pictet AM gets cool, China’s stock market has bounced, The Dow reaches a new high, Tesla’s unsold cars and the EV bust, Barclays on equities, PM Lee and much more.
Why this healthcare fund is backing future AI winners
As artificial intelligence permeates through the healthcare industry, Bellevue Group favours the companies that stand to gain the most.
