The Swiss private bank is bullish on Chinese and US equities.
Tag: S&P 500
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.
Five top US funds that captured upside with limited downside
FSA highlights five top performing active US equity funds that have performed well during rising markets while also exhibiting limited downside capture.
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.
