iShares gets defensive, JP Morgan Private Bank is thinking about AI, Crowded shiny trades, Bitcoin and the most expensive pizzas, Harvard’s closing doors, Jonny Ive and OpenAI and much more.
Tag: Apple
The FSA Spy market buzz – 9 May 2025
Invesco gets contrarian; Popes and the S&P 500 performance; Jim Cramer’s certainty; Negative yields; AI is everywhere; Natixis considers the next decade; Google’s search woes and much more.
The FSA Spy market buzz – 4 April 2025
BNY Mellon IM’s conversion; Elusive libertarian investing dream; Eastspring and Vontobel on tariffs; Wisdom of Larry Fink; Has the EU finally seen sense? Price of admission and much more.
Analysis: Is the reign of the magnificent seven under strain?
Poorer than expected earnings, the surprise arrival of DeepSeek and Trump’s tariffs are all putting pressure on the tech giants.
The FSA Spy market buzz – 20 December 2024
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.
The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
Is the end of the Magnificent Seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.
Five funds on track for another year of top performance
FSA highlights five global equity funds with top ranked performance year-to-date after outperforming in 2023.
The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.
