FSA highlights five US equity funds that outperformed the S&P 500 index by more than 10% last year.
Tag: Nvidia
The FSA Spy market buzz – 10 January 2025
Citi is hiring an alternatives chief; Protection for bitcoin volatility; Jimmy’s funeral blues; Chinese class action flattery; Quantum computers leap down; Bouncy year ahead’ Druckenmiller wisdom and much more.
Manulife IM says semiconductor bull run still has legs
“I get up every morning looking for negative data points, and I can’t find them,” says Manulife IM senior portfolio manager Ryan Davies.
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.
Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.
The FSA Spy market buzz – 6 December 2024
Eastspring’s insight to China; Robinhood is coming; Abrdn faces short sellers; Lombard Odier sums up Trump; MAS and the cheque revolution; Crypto’s moment; Flight theft, Bezos and 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.
Is the end of the Magnificent Seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.
The FSA Spy market buzz – 25 October 2024
Hong Kong ETF in the Arabian dunes, AllianzGI weighs its options, Morningstar’s ESG fund gloom, The appeal of Brics, The Economist’s contrarian dollar, Nvidia and Tesla and much more.
Early Nvidia bull Baillie Gifford sells down position
Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.
