Asset management CEOs were also optimistic on China at the private wealth sessions during the HSBC Global Investment Summit.
Tag: S&P 500
Wellington partners with DBS to distribute US quality growth fund
The Wellington US Quality Growth Fund will be available to retail investors in Hong Kong.
Lombard Odier’s Asia CIO: We don’t see any imminent recession
Markets are seeing a mid-cycle slowdown rather than a full blown recession, according to John Woods, Lombard Odier chief investment officer, Asia.
US equity sell-off hits top-performing growth funds
The top-performing US growth funds of last year have been hit the hardest amid the recent sell-off.
BlackRock upgrades European stocks to neutral
BlackRock’s Investment Institute sees a range of potential positive catalysts for European stocks.
Goldman Sachs sees S&P 500 earnings at risk
Goldman Sachs chief US equity strategist David Kostin warned that every 5% increase in tariffs reduces S&P 500 earnings per share by 1-2%.
Global equities: BNY Investments versus Morgan Stanley
As part of FSA’s head-to-head series, we compare the BNY Mellon Global Leaders fund and the Morgan Stanley Global Brands fund.
5 funds that beat the S&P 500 by over 10% in 2024
FSA highlights five US equity funds that outperformed the S&P 500 index by more than 10% last year.
The FSA Spy market buzz – 8 November 2024
Life Sciences are hard; The return of the Sentient Mandarin; Political thematics might not work; Expert predictions and their errors; Opportunities everywhere disguised; Economics and much more.
Why analysts drive this $75bn US equity strategy
Instead of traditional portfolio managers, 30 analysts are allocated capital and given freedom to invest in stocks within their respective sectors.
