The diverging performance of the Magnificent Seven stocks shouldn’t be a surprise, according to portfolio manager Richard Clode.
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The FSA Spy market buzz – 15 March 2024
Grantham on bubbles, NinetyOne’s marvellous headline, Invesco celebrates, oil profits gush in the desert and much more.
Where does the AI boom go from here?
Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
JP Morgan AM’s Goldfeld makes the case for high yield
JP Morgan Asset Management’s Leon Goldfeld makes the case for high yield.
The FSA Spy market buzz – 28 October 2022
Capital Groups ETFs, blood in techville, HK’s crypto dreams, fund names and their contents, the inflation beast, Credit Suisse and job cuts, asset management revival, advertising on trams and much more.
The FSA Spy market buzz – 11 February 2022
Subversive ETF, Amundi’s trillions, Inflation goes ballistic, Value’s little comeback, Biggest stock plunges, Making monster returns, Seeing people in person, Tiger images, advertising and much more.
