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.
Tag: Apple
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.
The FSA Spy market buzz – 11 August 2023
Yet another sustainable strategy, Redwheel’s fabulous fast fashion, EV SPACs are driving into the wall, where is all the money flowing?, Apple’s monster buy backs, Teal company hell and much more.
Newton IM’s Munro: ‘Our preference would be India and Indonesia’
Euan Munro, CEO of Newton Investment Management, also explains why alternatives face headwinds currently.
Are US equities overvalued or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term.
JP Morgan AM’s Goldfeld makes the case for high yield
JP Morgan Asset Management’s Leon Goldfeld makes the case for high yield.
