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.
Tag: Nvidia
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.
The funds worst hit by tech sell-off
FSA looks at the funds affected the most by the recent slump in tech stocks.
The FSA Spy market buzz – 2 August 2024
Sustainable short duration, Gold vs bonds over 50 years, BNP Paribas AM and Axa IM, Schroders’ strong performance, Educational cost pain, Scary smart books, Bouncy markets, the death of ESG and much more.
The FSA Spy market buzz – 28 June 2024
Concentrated outperformance at Nite, $100bn in new active money, Eastspring’s Vietnam enthusiasm, Natixis discovers Gen X can’t understand bonds, History rhyming and much more.
Can the tentative small-cap recovery continue?
Small-cap weakness has persisted in spite of a revival in economic conditions – until recently.
