‘The traditional 60/40 portfolio was dead and buried last year but the outlook now looks far better – it has been resuscitated.’
Yen weakness has masked relatively robust outlook for corporate earnings.
Ulysses Lau succeeds Diana Robinson, who is taking up a similar role for the firm’s UK, Ireland and Channel Islands business.
This week FSA presents a quick comparison of two North America equity products: the JPM America Equity fund and the SJP North American fund.
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.
After a chastening year, JP Morgan tips an old favourite to come roaring back.
This year’s bond market fall offers attractive entry levels for the firm’s income fund.
Healthcare tech; ESG and charities; Traders moving; Blackrock’s price cuts; Hong Kong’s equity fund woes; Jobs rebound; Stock market quiz, Adult Spacs; Trade deficits and much more.
JP Morgan’s China bonds; Larry Fink on globalisation; Abrdn on emerging markets; Franklin Templeton and Taiwan; SAO in Shanghai; John Paul Getty’s wisdom; advertising gold; and much more.
AB acquires; UBS is hiring; Hang Seng’s changing bestseller; BNP goes for hydrogen; Standard Chartered’s focus list; Deals are down but not out; Kapuściński’s Russian classic; advertising and much more.