BoA marks commodities as top contrarian move.
Tag: Bank Of America
LGIM’s Rees: How bonds play into Magnificent Seven ‘FOMO’
Matthew Rees, head of global bond strategies at LGIM, explains why he expects flow into fixed income to pick up.
Why European stocks could benefit most from revived risk appetite
Investors may be underestimating the potential fillip to the global economy from future rate cuts and the impact this will have on Europe.
The FSA Spy market buzz – 28 July 2023
Not so simple investing, abrdn returns absolutely, blue bonds for everyone, fee pressure at St James’s Place, S&P 500 turnover per person, China’s personal debt boom, active managers get on board and much more.
Fund managers’ faith in Chinese equities evaporates – survey
According to the influential Bank of America survey, only 5% of fund managers now have an overweight position in Chinese equities.
The FSA Spy market buzz – 17 February 2023
Efund’s drink bet, Federated Hermes’ straight-talking wisdom, getting active in Japan, hedge fund launches in 2022, Fidelity is hiring, scary words from central bankers, Jack Bogle and much more.
The FSA Spy market buzz – 20 May 2022
Stagflation ETF; Was this all predictable? Collapsing Nasdaq; Collaborative Fund’s wisdom; Baillie Gifford’s China caution; Elon’s ESG fury; China’s borrowing; Gambling in Japan, and much more.
The FSA Spy market buzz – 22 April 2022
Battery metals; Ninety-One looks at the big picture; Bank of America’s Singapore job blitz; Cautious, not bearish; Netflix’s fangs; Ark versus Nasdaq; advertising from Vontobel, and much more.
SGX appoints banker Loh as CEO
In February, SGX said Bocker is not seeking extension of his appointment beyond his current contract, which ends on 30 June. He has been the CEO of SGX since 1 December 2009.
