Lombard Odier CIO Michael Strobaek sticks with the firm’s overweight to US equities going into 2025.
Tag: Tech stocks
Five small cap funds outpacing tech stocks
FSA highlights five global small cap funds that are outperforming the Nasdaq 100 tech index in the second half of the year.
BlackRock: Market concentration does not imply fragility
The world’s largest asset manager said mega-cap tech firms have “unmatched resources” to stay ahead in the race to build out artificial intelligence.
The FSA Spy market buzz – 9 August 2024
Indices’ moment in the sun, Janus Henderson’s sanguine about markets, GAM and SharkNinja, Berkshire Hathaway’s monster cash pile, Private markets are stirring, Fund failure shocker, Happy birthday Singapore and much more.
The funds worst hit by tech sell-off
FSA looks at the funds affected the most by the recent slump in tech stocks.
US earnings support selective stock buying
Expectations of improving corporate margins after the latest US earnings bode well for sectors such as tech, said BlackRock.
