Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.
Tag: Magnificent 7
The FSA Spy market buzz – 8 November 2024
Life Sciences are hard; The return of the Sentient Mandarin; Political thematics might not work; Expert predictions and their errors; Opportunities everywhere disguised; Economics and much more.
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management’s Antony Creighton.
LGIM’s Rees: How bonds play into Magnificent Seven ‘FOMO’
Matthew Rees, head of global bond strategies at LGIM, explains why he expects flow into fixed income to pick up.
UBP turns defensive amid global sell-off
The Swiss private bank has also downgraded its outlook on Japanese equities amid the recent sell-off.
