Battleshares’ old versus new, Goldman Sachs’ Cassandra warning, Hong Kong property’s negative equity woes, Ninety One’s trillion-dollar question, Contrarian alert from CB, Lists and much more.
Tag: Ninety One
Fiera Capital names head of Asia
The Montreal-based asset manager has appointed a Singapore veteran private banker as managing director for Asia ex Japan and Korea.
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.
Ninety One: the building blocks for a turnaround in EM equities are in place
Portfolio managers of the EM equities strategy at Ninety One, explain why emerging market equities may be at an inflection point.
Top Trumps: Commodities – 25 July 2024
This week FSA provides a quick comparison of two commodities funds: the BlackRock World Gold fund and the Ninety One Global Gold fund.
Ninety One hires Paul Gooden to lead natural resources team
Tom Nelson steps down from portfolio management responsibilities.
Is a new government the change in narrative UK equities need?
Changing the story around UK equities is essential to stopping outflows, say UK equity fund managers.
Top Trumps: China equities – 13 June 2024
This week FSA presents a quick presentation of two China equities funds: the Harvest China Equity fund and the Ninety One All China Equity fund.
The FSA Spy market buzz – 19 April 2024
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
Don’t bet on a soft landing: Ninety One’s Stopford
Ninety One’s head of multi-asset income John Stopford says that the supporting factors that prevented a recession are fading.
