FSA highlights the best performing Asia ex-Japan funds during the first half of 2024.
Tag: Taiwan Semiconductor Manufacturing Company
Why this top quintile fund manager is increasing his exposure to Taiwan
Jason Pidcock, investment manager at Jupiter, has been increasing his exposure to Taiwan in recent months following the AI boom.
Top five funds with an overweight to TSMC
FSA highlights the five best performing active funds with at least a 5% weighting to TSMC, based on FE fundinfo data.
Five top-performing emerging market equity funds
FSA looks at the five best performing emerging market equity funds of the past 12 months.
Why this top performing fund manager is obsessed with factor tilt
T Rowe Price’s Peter Bates explains why after the decade-long bull market, some of the best performing fund managers are now struggling.
This top performing value fund still sees ‘chunky upside’ in chip sector
Pictet’s Young Jae Lee is still overweight semiconductor stocks despite taking profits recently.
Capital Group: Investors are asking the ‘wrong question’ about recession
The desynchronisation of the global economy means that different industries are on different economic paths currently.
