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.
1
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.
1
Unmasking the dividend opportunity
Driving decarbonisation: how to access new forms of alpha
Ninety One: Finding opportunities in times of change
Who’s afraid of higher interest rates?
Impact opportunities: investing to limit biodiversity loss
The future of mobility
Smartphones on wheels
Despite headwinds, ESG continues to perform
An investment opportunity for the coming decades: the environment
Conditions in the high yield market
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.