Korean AI-driven investing, The wisdom of Nvidia, Goldman Sachs and active good news, The sheer size of the top ten, Ferris Bueller and Trump’s tariffs, A trillion here – a trillion there, and much more.
Tag: Goldman Sachs
Goldman Sachs sees S&P 500 earnings at risk
Goldman Sachs chief US equity strategist David Kostin warned that every 5% increase in tariffs reduces S&P 500 earnings per share by 1-2%.
People Moves – January 2025
Here is a digest of significant wealth and asset management appointments, promotions and departures during the previous month.
Global equities: BNY Investments versus Morgan Stanley
As part of FSA’s head-to-head series, we compare the BNY Mellon Global Leaders fund and the Morgan Stanley Global Brands fund.
Five Japan funds that outperformed in 2024
FSA looks at the top performing Japanese equity funds of 2024.
Goldman Sachs launches infrastructure strategy
The open-ended fund will expand access to the firm’s alternatives platform.
The FSA Spy market buzz – 17 January 2025
Astronauts and silver; Eastspring’s parseltongue; Janus Henderson’s contrarian Europe; Seinfeld on AI; A meritocratic fund; Bitcoin fizzes with Trumpian enthusiasm; Mug shot; Getting aggressive and much more.
Goldman Sachs names head of third party wealth in Apac Ex-Japan
The US asset manager has hired Sabrina Gan from Fidelity International.
State Street Global Advisors appoints head of Japan
Dohei Echizenya most recently served as director of the client business division in Japan at BlackRock.
Fulcrum Asset Management is mulling a HK or Singapore office
The London-headquartered $8bn macro-specialist investment manager is looking to expand its presence in Asia.
