The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.
Tag: Nvidia
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.
Five equity income funds outperforming year-to-date
FSA looks at five income-focused global equity funds that are outperforming year-to-date.
The FSA Spy market buzz – 30 August 2024
Minimise your downside; Janus Henderson gets positive on small caps, Pictet’s remarkable renewable fact, IPO performers, ETFs aplenty for every taste, Berkshire joins the $1 trillion club 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.
Choosing ‘picks and shovels’: Managers look beyond Nvidia for AI plays
As the AI boom intensifies, fund managers are turning their attention to companies upstream and downstream from the obvious players.
