Keiko Kondo, Schroders’ head of multi-asset investments for Asia, is bullish on US equities, Asian credit and gold, but pessimistic on oil.
Tag: US Equities
Five funds that have soared after the ‘Trump Trade’
FSA looks at five equity funds that have seen the highest returns in the days immediately following Trump’s election win.
Early Nvidia bull Baillie Gifford sells down position
Baillie Gifford’s US equity growth team, early investors in Nvidia, have sold roughly 40% of their stake in the semiconductor firm.
Why analysts drive this $75bn US equity strategy
Instead of traditional portfolio managers, 30 analysts are allocated capital and given freedom to invest in stocks within their respective sectors.
Five small cap US equity funds outperforming year-to-date
FSA looks at five small cap US equity funds outperforming so far in 2024.
BlackRock: Market dispersion calls for active investing
BlackRock’s Investment Institute’s strategists favour the AI theme, as well as US and Japanese equities.
UBP: A global cyclical recovery should benefit China
The Swiss private bank is bullish on Chinese and US equities.
Pictet WM’s Karen Tan: Don’t try to time the markets
Active equity managers can generate alpha and unconstrained bond strategies offer flexibility during uncertainty, says Pictet WM’s Asia head of managed solutions.
‘Worst is behind us’: Why T Rowe Price is upping equity allocation in multi-asset portfolios
Weightings to government bonds and cash reduced.
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.
