Merry Christmas! The Year in Funds; Nuclear; Mag-7; Small Caps; Robotics; Bitcoin; Large Cap Growth; US Manufacturing; AI; Big Data; Lithium Batteries; Emerging Markets; Warfare and much more.
Tag: Tesla
Analysis: The key questions for asset allocators in the year ahead
The US, alternatives, fixed income and unloved assets all have the potential to disrupt markets in the coming year.
The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
The FSA Spy market buzz – 29 November 2024
Yet another AI fund, competition is a good thing, let’s unleash the leverage, Baby! Pony is making driverless car progress, Amundi is bullish on Asia, learning to suffer heroically and much more.
Is the end of the Magnificent Seven nigh?
Very much ‘the’ story of 2023, this year has proved to be more challenging for these mega-cap stocks.
The FSA Spy market buzz – 25 October 2024
Hong Kong ETF in the Arabian dunes, AllianzGI weighs its options, Morningstar’s ESG fund gloom, The appeal of Brics, The Economist’s contrarian dollar, Nvidia and Tesla and much more.
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.
The FSA Spy market buzz – 14 June 2024
Leveraging the world, the utter tediousness of feedback, BlackRock’s large-cap ETF, Pictet thinks about innovation vs design, lies and damned lies from Fed’s Powell, a personal departure and much more.
Exclusive: Baillie Gifford gets go-ahead for Singapore office
Baillie Gifford’s David Henderson explains why the growth manager is just getting started in the region as it gets approval for the new office.
Loomis Sayles increases Tesla stake by over 40%
Loomis Sayles’ Hollie Briggs tells FSA why the firm’s equity strategies team has been adding to Tesla amid its share price decline.
