The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.
Tag: Apple
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.
The FSA Spy market buzz – 14 June 2024
Leveraging the world, the utter tediousness of feedback, BlackRock’s large-cap ETF, Pictet thinks about innovation vs design, lies and damned lies from Fed’s Powell, a personal departure and much more.
Three factors that could change the script for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle.
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.
The FSA Spy market buzz – 10 May 2024
BNP Paribas AM hires, Nordea AM loses, Fund failures galore, PIMCO’s AI wariness, Manulife’s goes Robo-AI, The buyback march, Apple’s mistake and much more.
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
