Tom Hancock, head of focused equity and portfolio manager of the firm’s $29bn quality strategy, tells FSA how it has managed to consistently outperform and where he currently sees opportunities.
Tag: ASML
Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays
As the AI boom intensifies, fund managers are turning their attention to companies upstream and downstream from the obvious players.
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.
The FSA Spy market buzz – 8 March 2024
Magnificent 7 leveraged, Janus Henderson, S&P 500’s power, Bob Farrell, DJ’s Spiva data, Charlei Munger….
The trials and tribulations of investing in European equities
Will a rate hike pause from the ECB be enough to improve European stock market performance?
