FSA highlights five actively managed funds with large overweight stakes in Nvidia.
Tag: 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.
How AI has given this fund management house an edge
UOB Asset Management’s head of investment technology Paul Ho tells FSA about how implementing AI into their process has helped their Asian strategy outperform in 2023.
10 funds that beat the S&P 500 by over 20% in 2023
FSA highlights the 10 US equity funds that outperformed the S&P 500 index by over 20% last year.
How this global equity fund bounced back in 2023
After a rough ride during 2021 and 2022, the PGIM Jennison Global Opportunity fund is outperforming in 2023.
Fund manager stresses the importance of valuations in AI
Manager of the Natixis Thematics AI and Robotics fund says the biggest beneficiaries of AI aren’t always the most obvious.
Nvidia is far from overvalued: Martin Currie’s Osmani
Martin Currie’s head of global long-term unconstrained team tells FSA why he thinks Nvidia is not overvalued despite its recent run-up.
