The head of multi-asset research discusses her experience of putting academia into practice in financial services,
Tag: magnificent seven
The FSA Spy market buzz – 23 February 2024
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.
US equity market outperformance is set to reverse – Charles Schwab’s Kleintop
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
Lombard Odier: Tech giants are becoming geostrategic for US
As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
A broadening market: Will the Magnificent Seven continue to motor in 2024?
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months.
The best and worst performing funds and sectors of 2023
Crypto, semiconductor and technology funds were the top performers last year.
The FSA Spy market buzz – 22 December 2023
The year end wrap; Happy Christmas Season; What Can Taylor Swift tell us about the markets and not much more.
Invesco favours emerging market equities in 2024
The US-headquartered investment manager is also expecting a bumpier landing than markets are currently forecasting.
Where this top performing fund thinks the market is overly cautious
PineBridge’s Rob Hinchliffe shares where he sees opportunities in the current market.
Fund manager stresses the importance of valuations in AI
Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
