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.
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Source: FE Fundinfo. All relevant fund data converted to US dollars for comparative purposes. Performance, alpha and volatility are annualised over three years with data as reported at the end of last month. Information ratio (IR) aims to measure a portfolio manager’s consistent ability to generate excess returns relative to a benchmark. The higher the IR, the more consistent the manager is.
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Sustainable Investing in Changing Market Conditions
Step up your portfolio by doubling down on sectors set for long-term growth
Riding the wave of alternative income amongst HNWIs in APAC
Nuveen broadens income sources via private capital and real assets
China bonds: plugging the yield gap
Don’t get left behind in fixed income
Investors turn to real estate for alternative income
Exciting opportunities in AI & Robotics outside of traditional tech
Taking a thematic approach to harness disruption
M&G Episode Macro shines after tough year
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.
Part of the Mark Allen Group.