The fund manager is conscious of the risk that “big winners can over time have that crown taken away”.
Tag: Nvidia
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.
Top five funds with an overweight to TSMC
FSA highlights the five best performing active funds with at least a 5% weighting to TSMC, based on FE fundinfo data.
Five funds with big overweight stakes in Nvidia
FSA highlights five actively managed funds with large overweight stakes in Nvidia.
The FSA Spy market buzz – 16 February 2024
The AI juggernaut rolls on, China’s stock markets get sustainable, thematic funds are not that safe, private equity’s astonishing multi-decade returns, personal wealth in history and much more.
The FSA Spy market buzz – 9 February 2024
Direxion leverages up without China, Taiwan is happy with active ETFs, Fidelity rolls out the crypto red carpet, The death of stock pickers is exaggerated, Warnings from Denmark, and Happy Chinese New Year.
Wellington: Expect a bubble in AI hardware providers
To avoid getting caught up in a potential bubble, Wellington Management’s Brian Barbetta said investors ought to look beyond hardware companies to capitalise on AI.
Lombard Odier: Tech giants are becoming geostrategic for US
As the race to develop AI heats up, the US tech giants are becoming important strategic bulwarks for the world’s largest economy.
