Early Nvidia investor says ‘AI washing’ is a growing problem
Robocap founder and CIO Jonathan Cohen says more and more companies are exaggerating their artificial intelligence technology.
Report: Hidden costs are adding up for index investors
Passive index funds trying to minimise tracking error is coming at a cost to returns, according to Dimensional Fund Advisors.
The role of the boutique in a world where passive is king
Is the rise of passive investing a challenge or opportunity for boutique asset managers?
Report: GFIs are unanimously overweight US equities
A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
Principal AM: Investors should consider global diversification
The asset manager is less constructive on US equities compared with most of its peers.
Janus Henderson sees good news ahead for active investors
There is more to equities than the Magnificent 7, argues the asset manager.
BlackRock flags 3 triggers which would flip its bullish stance
The world’s largest asset manager is pro-risk going into 2025 but its strategists warn there are three factors that would change this view.
Schroders backs Asian equities
Private banks and unloved Hong Kong stocks are among the asset managers picks.
Eastspring: focus on Asia dividend payers
A dividend-focused strategy can help investors capitalise on Asia’s attractive valuations while reducing volatility, argues Eastspring Investments.
Manulife IM says semiconductor bull run still has legs
“I get up every morning looking for negative data points, and I can’t find them,” says Manulife IM senior portfolio manager Ryan Davies.
The undervalued markets where managers are diversifying away from the US
Share prices in the US have reached dizzying heights, making cheaper equity markets more attractive.
Despite FOMC market reaction asset managers still favour risk assets
BlackRock, JPAM, and Invesco say the market reaction to the US Fed Meeting doesn’t change the outlook for 2025.
BlackRock: Bonds no longer reliably diversify portfolios
Strategists at the world’s largest asset manager suggest alternatives such as gold and bitcoin.
Vanguard favours bonds over stocks in 60/40 portfolios
The world’s second largest asset manager says the “coupon wall” creates a favourable risk/return for bonds.
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FSA SPY
The FSA Spy market buzz – 3 February 2025
DeepSeek’s big surprise digested; A PE ETF that is not all it seems; Ninety One’s Nintendo goodies; Chinese cars are marching forth; Warren Buffet’s cash; Gold bug happiness and Meta’s real virtual loss.
