FSA highlights five top performing active US equity funds that have performed well during rising markets while also exhibiting limited downside capture.
Tag: S&P 500
The FSA Spy market buzz – 8 March 2024
Magnificent 7 leveraged, Janus Henderson, S&P 500’s power, Bob Farrell, DJ’s Spiva data, Charlei Munger….
HEAD-TO-HEAD: Invesco versus Janus Henderson
FSA compares the Invesco Asian fund and the Janus Henderson Horizon Asian Growth fund.
Five funds with big overweight stakes in Nvidia
FSA highlights five actively managed funds with large overweight stakes in Nvidia.
Franklin Templeton: Time to allocate to listed real estate
Daniel Fitzgerald, portfolio manager at Martin Currie Australia, an affiliate of Franklin Templeton, explains why he favours listed real estate compared with private markets.
US equity market outperformance is set to reverse – Charles Schwab’s Kleintop
The conditions are ripe for US stocks to finally underperform their peers, says Charles Schwab’s chief investment strategist.
The FSA Spy market buzz – 26 January 2024
Matthews Asia’s Discovery ETF, To travel or not to travel, abrdn’s sorry tale of layoffs, Bullish sentiment versus future returns, Regrets – there are a few, Here for good and much more.
A broadening market: Will the Magnificent Seven continue to motor in 2024?
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months.
BNP Paribas AM’s Wei: China is a ‘dream market’ for alpha
Wei Li, multi-asset quant solutions portfolio manager at BNP Paribas AM, explains why we should look beyond beta when examining China.
Schroders sees upside for risk assets despite slowdown
Equities and credit may perform better in today’s macro and market environment than during equivalent slowdowns in the past.
