As part of FSA’s head-to-head series, we compare the BNY Mellon Global Leaders fund and the Morgan Stanley Global Brands fund.

The post Global equities: BNY Investments versus Morgan Stanley appeared first on Fund Selector Asia.

FSA highlights five US equity funds that outperformed the S&P 500 index by more than 10% last year.

The post 5 funds that beat the S&P 500 by over 10% in 2024 appeared first on Fund Selector Asia.

Life Sciences are hard; The return of the Sentient Mandarin; Political thematics might not work; Expert predictions and their errors; Opportunities everywhere disguised; Economics and much more.

The post The FSA Spy market buzz – 8 November 2024 appeared first on Fund Selector Asia.

Instead of traditional portfolio managers, 30 analysts are allocated capital and given freedom to invest in stocks within their respective sectors.

The post Why analysts drive this $75bn US equity strategy appeared first on Fund Selector Asia.

Small caps are now at an inflection point given the shift in interest rates, according to Lazard Asset Management's Antony Creighton.

The post Lazard Asset Management: ‘There’s a lot more chaff than wheat’ in small caps appeared first on Fund Selector Asia.

FSA looks at five small cap US equity funds outperforming so far in 2024.

The post Five small cap US equity funds outperforming year-to-date appeared first on Fund Selector Asia.

Strong August for the asset class has reminded investors of its strength as a diversifier.

The post Could lower interest rates boost the case for real assets? appeared first on Fund Selector Asia.

Investors became concerned that the US Federal Reserve made a policy error.

The post Were markets too complacent about a soft landing scenario? appeared first on Fund Selector Asia.

The Swiss private bank is bullish on Chinese and US equities.

The post UBP: A global cyclical recovery should benefit China appeared first on Fund Selector Asia.

Mega-cap leaders have overcapitalised in the winner takes all race for dominance in AI, putting their future relevance into question.

The post The tech giants are facing an ‘existential event’ appeared first on Fund Selector Asia.