BNY Mellon IM’s conversion; Elusive libertarian investing dream; Eastspring and Vontobel on tariffs; Wisdom of Larry Fink; Has the EU finally seen sense? Price of admission and much more.
Tag: Microsoft
Analysis: Is the reign of the magnificent seven under strain?
Poorer than expected earnings, the surprise arrival of DeepSeek and Trump’s tariffs are all putting pressure on the tech giants.
The FSA Spy market buzz – 20 December 2024
Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
The FSA Spy market buzz – 29 November 2024
Yet another AI fund, competition is a good thing, let’s unleash the leverage, Baby! Pony is making driverless car progress, Amundi is bullish on Asia, learning to suffer heroically and much more.
The FSA Spy market buzz – 6 September 2024
Machine learning Chinese investment, BlackRock’s AI patience, Time Magazine’s AI cover, happier staff equal better returns, do wealth managers add value? Schroders,
sexy legs and much more.
Five funds on track for another year of top performance
FSA highlights five global equity funds with top ranked performance year-to-date after outperforming in 2023.
The FSA Spy market buzz – 19 July 2024
Doubling down on crypto, Saudi ETFs in China, Contrarian AI call at Goldman, Disappearing stock market, Microsoft throws in the DEI towel, Small cap warning and much more.
Can the tentative small-cap recovery continue?
Small-cap weakness has persisted in spite of a revival in economic conditions – until recently.
The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
