Market sentiment should improve after a nervous start to the year, providing opportunities in quality growth stocks and investment grade bonds.
Tag: AI
LGI partners with Nomura AM to launch AI actively managed ETF in Singapore
The Lion-Nomura Japan Active ETF will be Singapore’s first active ETF on the Singapore Exchange and Singapore’s first AI-powered ETF.
The best and worst performing funds and sectors of 2023
Crypto, semiconductor and technology funds were the top performers last year.
How this global equity fund bounced back in 2023
After a rough ride during 2021 and 2022, the PGIM Jennison Global Opportunity fund is outperforming in 2023.
Fidelity expects cyclical recession next year
Fidelity International backs US equities and investment grade bonds and believes China and Japan offer value.
UBS GWM backs quality bonds and tech stocks in 2024
UBS Global Wealth Management predicts both equities and bonds to generate positive returns next year under its base case.
Fund manager stresses the importance of valuations in AI
Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
Nvidia is far from overvalued: Martin Currie’s Osmani
Martin Currie’s head of global long-term unconstrained team tells FSA why he thinks Nvidia is not overvalued despite its recent run-up.
The FSA Spy market buzz – 17 November 2023
Dimensional’s new fixed income, Janus Henderson ponders AI, Alibaba disappoints with cloud, The debt pendulum swings, Hong Kong’s new Academy, ESG withers and much more.
Franklin Templeton flags a big risk for markets: ‘Will the dogs eat the dog food?’
Jonathan Curtis, incoming CIO at the US investment giant, shares where he sees risks and opportunities ahead for investors.
