Stewart Investors portfolio manager Oliver Campbell explains why founder- or family-led companies tend to perform better in the long run.
Tag: TSMC
Q2 dividends flat in Apac – Janus Henderson
Dividends in Asia Pacific ex-Japan rose just 1.1% during the second quarter, according to the latest Janus Henderson Global Dividend index.
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.
Three factors that could change the script for Asian equity funds
Asian equity funds may now lose the headwind of China, and gain the tailwind of the technology cycle.
Does the ‘magnificent seven’ tech wobble signal a turning point?
The usage of the well-known moniker is starting to come under scrutiny as both Apple and Tesla struggle, while the other stocks are beset by headwinds.
Impax AM: More chips will require more water
The growth in semiconductor manufacturing is going to require a lot of water and solutions to manage its waste, according to Impax portfolio manager Justin Winter.
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.
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….
Is China a ‘dead weight’ in emerging market equity funds?
China is down 16.9% so far this year, and accounts for 30% of the MSCI Emerging Markets index.
