The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.
Tag: MSCI World Index
Asia ex-Japan equities: Invesco versus JOHCM
As part of FSA’s head-to-head series, we compare the Invesco Asian fund and the JOHCM Asia ex‐Japan fund.
Japan equities: M&G versus MFS Meridian
As part of FSA’s head-to-head series, we compare the M&G Japan fund and the MFS Meridian Japan Equity fund.
The FSA Spy market buzz – 20 September 2024
Dimensional’s active exploration, Jay Powell’s punchbowl, ETF Connect gets a shot in the arm, US GDP vs MSCI, Ninety One’s renewable energy insight, China contrarians rejoice, advertising and much more.
Healthcare: Fidelity versus Polar Capital
As part of FSA’s head-to-head series, we compare the Fidelity Sustainable Healthcare fund and the Polar Capital Biotechnology fund.
Cohen & Steers: Listed infrastructure poised for rebound
Michelle Butler, real assets portfolio specialist at Cohen & Steers, explains why the shift in monetary policy is favourable to listed infrastructure.
HEAD-TO-HEAD: Janus Henderson versus Liontrust
FSA compares the Janus Henderson – Horizon Global Sustainable Equity fund and the Liontrust Sustainable Future Global Growth fund.
