Manulife’s global chief economist sees a larger rate cut from the US Fed, but later than the market expects.
Tag: Growth
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.
BNY Mellon IM favours US equities
The asset manager thinks that businesses in the US are more equipped to withstand the tough macro environment.
Quality stocks to flourish amid high inflation
Based on previous periods of high inflation, solid growth equities should deliver attractive performance, according to BNY Mellon Investment Management (BNY Mellon IM).
HSBC PB pins hopes on Asia growth
Investors can position for the next phase of recovery via opportunities from digital transformation, sustainability and spending on IT and low-carbon infrastructure, according to HSBC Private Banking.
Finding growth outside the Faangs
“Power compounding” growth stocks outperform peer companies on a five-year growth horizon, argues Julian Cook, London-based portfolio specialist at T Rowe Price.
Why Loomis Sayles shuns Apple in its growth funds
The firm prefers companies that benefit from high barriers to entry, and Apple, despite being a popular growth stock, does not meet that criteria, according to Hollie Briggs, Boston-based vice president and product manager for growth equity strategies.
Asia’s unexamined small caps are a sea of opportunity
“The number of small-cap companies are increasing. Some local brokerages are bringing in new initial public offers in Korea. New companies are definitely coming up in Hong Kong and China, and India has so many small-caps,” Csellak told Fund Selector Asia. That creates potentially more undiscovered gems for small cap investors willing to do the […]
