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.
Tag: Nvidia
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.
The FSA Spy market buzz – 21 June 2024
Enhancement tech, What’s in a meme?, Don’t sell in May, A book recommendation on AI, France’s dubious choices, Want to be rich – you’ll need more, Stock picking and much more.
The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.
The FSA Spy market buzz – 14 June 2024
Leveraging the world, the utter tediousness of feedback, BlackRock’s large-cap ETF, Pictet thinks about innovation vs design, lies and damned lies from Fed’s Powell, a personal departure and much more.
Five winning EM funds with an India overweight
FSA highlights five top-performing emerging markets strategies with an overweight to India.
The FSA Spy market buzz – 7 June 2024
Diversification contradictions, Standard Chartered’s top performers, The rich get richer, JP Morgan goes big on tech, Qatar buys into CAM, Concentration risk, Fast fashion guilt and much more.
Three factors that could change the script for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle.
The FSA Spy market buzz – 31 May 2024
Backing the weight loss world, A rare apology in fund management, Being boring is back, Judgemental fund managers, Green hushing is all the rage, Trump’s conviction, Flown Bird and much more.
