The Singaporean investment manager has shifted from overweight to neutral on global equities as it expects volatility in the fourth quarter.
Tag: Gold
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.
Principal AM still favours large cap US tech overweight
The investment firm with $579bn in assets under management is also overweight Japanese equities and gold.
Global debt levels are concerningly high – an allocation to gold is essential
The highest debt levels on record could make gold a better safety net than bonds, according to these fund managers.
How to invest in an interest rate falling world
Many of the areas that have come under pressure as rates have risen may start to revive.
The FSA Spy market buzz – 23 August 2024
Covered Calls in the S&P 500, Dr. Doom wants to invest, How many fund launches? Vanguard’s unstoppable machine, Jerome Powell speaks, Fund flows in Singapore, Germany’s mistake, advertising and much more.
Gold funds surge as prices breach all-time highs
FSA looks at how gold funds available for distribution in Hong Kong and Singapore are performing as gold prices rally past all-time highs.
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.
Apac investors set to increase gold exposure
A State Street Global Advisors and World Gold Council survey found that gold ownership by Apac asset owners will grow.
Julius Baer backs mid-cap cyclical stocks
The Swiss pure-play private bank also continues to favour quality growth equities and finds value in industrials.
