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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Nuveen broadens income sources via private capital and real assets
Don’t get left behind in fixed income
Unmasking the dividend opportunity
Taking a thematic approach to harness disruption
Federated Hermes SDG Engagement Equity: 2021 H1 Report
Turning environmental hopes into investment reality
Eastspring landing page
China’s post-pandemic growth gathers pace
Who’s afraid of higher interest rates?
Step up your portfolio by doubling down on sectors set for long-term growth
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.