Martin Currie’s head of global long-term unconstrained team tells FSA why he thinks Nvidia is not overvalued despite its recent run-up.
Tag: Nvidia
Why this top performing fund manager is obsessed with factor tilt
T Rowe Price’s Peter Bates explains why after the decade-long bull market, some of the best performing fund managers are now struggling.
Where does the AI boom go from here?
Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
The FSA Spy market buzz – 25 August 2023
Jim Cramer’s longs fall short, Schroders and the shrinking market, Nvidia’s blow out numbers, fossil fuel subsidies, big project reading, working with good people and much more.
Are US equities overvalued or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term.
It is only ‘halftime’ in the battle between EM and DM stocks – Vontobel
Although developed markets shone in the first half, the second half of the year may be different.
