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Tag: S&P 500
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.
Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps
Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management’s Antony Creighton.
Five small cap US equity funds outperforming year-to-date
FSA looks at five small cap US equity funds outperforming so far in 2024.
Could lower interest rates boost the case for real assets?
Strong August for the asset class has reminded investors of its strength as a diversifier.
Were markets too complacent about a soft landing scenario?
Investors became concerned that the US Federal Reserve made a policy error.
UBP: A global cyclical recovery should benefit China
The Swiss private bank is bullish on Chinese and US equities.
The tech giants are facing an ‘existential event’
Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.
Lombard Odier expects single digit returns from equities in 2H2024
Lombard Odier’s John Woods also explains why fixed income represents a once-in-two-decades opportunity.
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.
