Calamos’s Nasdaq upside, Japan finds its mojo, Nvidia is impossible to ignore, Changes in the Magnificent 7, Climate action tussles, A moonshot delivered, The wisdom of J.P. Morgan and much more.

Calamos’s Nasdaq upside, Japan finds its mojo, Nvidia is impossible to ignore, Changes in the Magnificent 7, Climate action tussles, A moonshot delivered, The wisdom of J.P. Morgan and much more.
Any near-term volatility in Japanese stocks is an accumulation opportunity, says the Swiss Private Bank Julius Baer.
Conditions are settling into place for companies to look towards expansion, according to Fidelity International’s annual analyst survey.
There were four times as many flows in January than in the previous month, according to Morningstar.
The TSE is pushing for genuine change, says Man GLG portfolio manager Emily Badger.
His predecessor Morgan Laughlin will be fully dedicated to his global head of Data Center Investments role.
Janus Henderson’s co-head of global property equities is pivoting away from trades that worked when rates and inflation were rising, into the trades that didn’t.
Market sentiment should improve after a nervous start to the year, providing opportunities in quality growth stocks and investment grade bonds.
Chinese assets are susceptible to a sharp rebound on the back of any positive news flow, according to the bank’s investment strategist.
Hirotaka Kato has joined PGIM Japan in a newly-created position.
Part of the Mark Allen Group.