FSA highlights the best performing large cap Japanese equity funds of the first quarter of 2024.
Tag: Goldman Sachs
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….
Gordian Capital launches Korea fund
The Cayman-domiciled fund is the successor to the Korea-domiciled Align Partners Fund I.
The FSA Spy market buzz – 8 December 2023
White Wolf’s PE howl, What’s in a (fund) name? Growth versus value – again, Wall Street makes its predictions, BlackRock joins the Gen AI trend, Pity Walmart, Albert’s genius, advertising and much more.
BNP Paribas AM’s Wei Li: ‘when the facts change, our view changes’
Wei Li also explains why investing in investment grade credit is a ‘straightforward’ call right now.
Are US equities overvalued or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term.
Corporate bonds – high yield or investment grade?
Goldman Sachs warns investors may have missed the IG boat but S&P expects speculative-grade defaults to double.
The FSA Spy market buzz – 16 December 2022
JO Hambro loses, buying the dip automatically, Alliance Bernstein’s prediction, Goldman Sachs is bullish on commodities, central banks keep on raising, Nasdaq’s shocker and much more.
HEAD-TO-HEAD: Goldman Sachs versus Invesco
FSA compares two emerging market funds: the Invesco China Focus Equity fund and the Goldman Sachs India Equity Portfolio fund.
The FSA Spy market buzz – 25 November 2022
UBS is hiring, JP Morgan on passives, China’s brutal ETF market, welcome to the crypto binge hangover, property melts down in rate heatwave, Goldman’s little green fine and much more.
