Animal spirits run wild; Franklin Templeton is taking credit; EM banking revolution; Not all luxury is equal; Death of search and the AI machine; George Soros on wins and much more.
Tag: Ninety One
Top Trumps: International Equities – 22 May 2025
This week FSA provides a quick comparison of two international equity funds: the Capital Group New Economy Fund and the Ninety One Global Equity fund.
Ninety One: Blind tasting in fixed income
Emerging markets deserve a place in global bond portfolios, with alpha delivered through individual selection, according to Ninety One’s Alan Siow.
Ninety One: Unlocking global credit income opportunities
Darpan Harar, co-head of developed markets specialist credit at Ninety One, explains the benefits of an active, unconstrained fixed income approach.
The FSA Spy market buzz – 21 March 2025
Invesco managing the futures, Blowback and artificial intelligence, Attention spans and longevity, BlackRock’s gold is shining, Markets rise and fall and rise, Taking a driverless taxi and much more.
People Moves – February 2025
Here is a digest of significant wealth and asset management appointments, promotions and departures during the previous month.
The FSA Spy market buzz – 7 March 2025
Investing by your religious conviction; Contrarians at Fidelity are looking at cars; Matthews Asia sees a Chinese catalyst; S&P Global’s SPIVA scorecards; Ninety One on emerging markets; Jefferson and much more.
Ninety One hires infrastructure debt specialist
Leong Kae Xiang was most recently with Clifford Capital.
The FSA Spy market buzz – 3 February 2025
DeepSeek’s big surprise digested; A PE ETF that is not all it seems; Ninety One’s Nintendo goodies; Chinese cars are marching forth; Warren Buffet’s cash; Gold bug happiness and Meta’s real virtual loss.
Top Trumps: European Equities – 19 December 2024
This week, FSA provides a quick comparison of two European equities funds: the Invesco Pan European Equity fund and the Ninety One European Equity fund.
