As part of FSA’s head-to-head series, we compare the BNY Mellon Global Leaders fund and the Morgan Stanley Global Brands fund.
Tag: S&P 500
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.
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.
