Grantham on bubbles, NinetyOne’s marvellous headline, Invesco celebrates, oil profits gush in the desert and much more.
Tag: Tesla
The FSA Spy market buzz – 23 February 2024
Calamos’s Nasdaq upside, Japan finds its mojo, Nvidia is impossible to ignore, Changes in the Magnificent 7, Climate action tussles, A moonshot delivered, The wisdom of J.P. Morgan and much more.
10 funds that beat the S&P 500 by over 20% in 2023
FSA highlights the 10 US equity funds that outperformed the S&P 500 index by over 20% last year.
Where does the AI boom go from here?
Sharp rises in the shares of the tech giants have led the S&P500 into bull market territory this year, but there are questions about where we go from here.
Are US equities overvalued or are valuations just high?
Given high valuations relative to peers, fund managers give their views on the prospects for US equities over the medium-to-long term.
JP Morgan AM’s Goldfeld makes the case for high yield
JP Morgan Asset Management’s Leon Goldfeld makes the case for high yield.
The FSA Spy market buzz – 10 February 2023
Van Eck’s nuclear, Hong Kong MPF volatility, Google’s Bad Bard, handbag fund in the hold, Tesla disruption in numbers, optimism is infectious, Homer Simpson wisdom and much more.
The FSA Spy market buzz – 28 October 2022
Capital Groups ETFs, blood in techville, HK’s crypto dreams, fund names and their contents, the inflation beast, Credit Suisse and job cuts, asset management revival, advertising on trams and much more.
The FSA Spy market buzz –19 August 2022
M&G is hiring, BlackRock’s new megatrend, ESG scrutiny is not holding up, Volcker’s wisdom is undiminished, The big asset manager short, Housing bubbles and much more.
The FSA Spy market buzz – 31 January 2020
Change at Last Word; Tesla short sellers; Volatility and active management; Fed rate watching; Coronavirus hysteria and much more.
