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.
Tag: Nvidia
Five tech funds outperforming year-to-date
FSA looks at the five top-performing technology funds eligible for distribution in Hong Kong and Singapore.
Top performing value fund favours bond proxies
Brent Fredberg, a portfolio manager on the Brandes Global Value fund, explains why he is bullish on bond proxies.
The FSA Spy market buzz – 24 May 2024
Albert Einstein’s compounding, Capital Group and KKR team up, Bill Gross’s stamp collection, Nvida blows the lights out, Dotcom bubble reminder, Dalio’s shop houses, and much more.
Will the ‘Korea discount’ be closed by governance reforms?
While Japan has enjoyed the successes of corporate governance reforms, a similar campaign could be about to take place in Korea
The FSA Spy market buzz – 26 April 2024
Golden mystery, Next big Healthtech thing, Plastic everywhere, The Magnificent Seven wane, Dreary fund presentation hell, Putting The Economist in its place, A touch of Shakespeare and much more.
Why this top performing fund has been trimming Nvidia
The fund manager is conscious of the risk that “big winners can over time have that crown taken away”.
Janus Henderson: Stock acronyms are a contrary indicator
The diverging performance of the Magnificent Seven stocks shouldn’t be a surprise, according to portfolio manager Richard Clode.
The top performing funds that beat the S&P 500 in Q1
FSA highlights the best performing US equity funds for the first quarter of 2024.
BNPP WM’s Chan: quality matters
BNP Paribas Wealth Management’s head of investment services Gabriel Chan tells FSA what investment themes UNHW clients are interested in.
