AllianceBernstein’s global head of investments tells FSA where the firm is focusing resources over the next twelve months.
Tag: China
The FSA Spy market buzz – 18 October 2024
Defence ETFs for a dangerous world, Water, water everywhere but not a drop to drink, Bloomberg economists miss the target, Pictet on the US election, Gold in Hong Kong, Hang Seng blues and much more.
The FSA Spy market buzz – 20 September 2024
Dimensional’s active exploration, Jay Powell’s punchbowl, ETF Connect gets a shot in the arm, US GDP vs MSCI, Ninety One’s renewable energy insight, China contrarians rejoice, advertising and much more.
Putnam Investments: EM outlook bright regardless of US election outcome
As investors weigh the implications of the US election on emerging markets, Putnam Investment’s Brian Freiwald is bullish regardless of the outcome.
EIU: HK stock market’s status as global hub set to “diminish severely”
Singapore will be the main beneficiary of Hong Kong’s decline, while India and Japan will continue to thrive.
The FSA Spy market buzz – 16 August 2024
DWS adds to China, Electric vehicle sales in China soar, OCBC’s recommended funds, Seeing through the doom and gloom, VIX gyrations, Spending like a drunken senator, Advertising and much more.
Copper not spared from global sell-off
Fundamentals still favour copper prices in the long run, but overly bullish calls for high copper prices could disappoint.
The FSA Spy market buzz – 2 August 2024
Sustainable short duration, Gold vs bonds over 50 years, BNP Paribas AM and Axa IM, Schroders’ strong performance, Educational cost pain, Scary smart books, Bouncy markets, the death of ESG and much more.
