Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
Tag: Apple
Janus Henderson: Stock acronyms are a contrary indicator
The diverging performance of the Magnificent Seven stocks shouldn’t be a surprise, according to portfolio manager Richard Clode.
The FSA Spy market buzz – 26 January 2024
Matthews Asia’s Discovery ETF, To travel or not to travel, abrdn’s sorry tale of layoffs, Bullish sentiment versus future returns, Regrets – there are a few, Here for good and much more.
The FSA Spy market buzz – 12 January 2024
Bitcoin ETFs off the leash, Federated Hermes’s new ETF, Apple vs Microsoft, Alliance Bernstein’s results, India’s vast online buyers, Pinebridge on AI, Who owns the US stock market and much more.
The FSA Spy market buzz – 15 December 2023
Get leveraged this Christmas, ETFs are growing in Asia, Capital Group’s concentration warning, Ninety One on inflation, Micro-aggressions in language, Book recommendation, Apple vs France and much more.
The FSA Spy market buzz – 24 November 2023
Fidelity Mutual conversions gather pace, Lithium’s shocking fall, NFTs come back from the dead, Fast cars and underperformance, Doing national service in China, Big three dominance fades and much more.
Are investors pressing ‘pause’ on their love affair with the Magnificent Seven?
Following a lacklustre set of Q3 results, are the technology stocks finally losing their sheen?
The FSA Spy market buzz – 22 September 2023
AllianceBernstein’s new large cap ETF, The SEC gets ‘investment term’ serious, small-cap managers outperform, Dumb Money is coming, Franklin Templeton’s divis, Pictet on building and much more.
The FSA Spy market buzz – 8 September 2023
Trending long short, Fidelity’s millionaires, Singapore wins again, Jefferies’s Asia Forum, September is here – beware, changing jobs, dull marketing, Agassi wisdom, advertising and much more.
Where does the AI boom go from here?
Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.