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.
Tag: Apple
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.
The FSA Spy – market buzz 7 July 2023
Eastspring on China and India, Ninety One’s difficulty with forecasts, yields spike again, tracking the winners in the long term, millennial investors’ psychology, silver scams and much more.
The FSA Spy market buzz – 14 October 2022
Franklin Templeton Hires, Electric Metals, BlackRock’s results, Goldman Sachs and Apple, Musings on rules, Stability and instability, The Federal Mafia, Advertising and much more.
The FSA Spy market buzz – 10 December 2021
Fund flows by name; Spac horrors; Hedge funds’ short-lived dip; Supply chain excitement; Apple’s improbable returns; The three Cs of investing; J.P. Morgan’s advertising, and much more.
The FSA Spy market buzz – 23 July 2021
CSOP’s healthcare; UBS’s female hedgies; Man’s meme insight; HKEX’s opportunity; Fintech funding frenzy; $1000 now and then; Apple’s money problem; Capital Group and Global X ads; and much more.
The message that says nothing
An appeal to Asia’s wealth managers to create a clear and crisp distinction among themselves – or continue to see wealth leave the region.
