Apple’s growing stock market heft poses dilemma for fund managers
The massive rally in Apple’s shares is forcing some fund managers to revisit a thorny dilemma: they may not own enough of the stock. Apple’s share price has soared 49%…
Where’s the risk? US fund managers bet on bull run in 2020
With the UK election results giving some certainty to the Brexit process, a US-China trade deal all but signed and the Federal Reserve signaling that it will stand steady for…
Financial independence through portfolio management
Given the volatility in financial markets, we must not underestimate the power of portfolio management. Have you ever thought what steps you need to take in order to develop a…
Big problem for fund managers: liking Apple too much
At more than 15 percent of his fund's assets, John Burnham, manager of the $136 million Burnham Fund, has a larger stake in Apple Inc than any other diversified fund.…
Fund managers make big bet on high-end malls via Simon
Even as the rise of online retailers such as Amazon.com Inc leads analysts to predict the eventual death of the American shopping mall, real estate fund managers are betting some…
Green managers stuff funds with Apple after environmental reforms
Apple Inc, criticised in the past for greenhouse gas emissions, use of toxic materials and the hiring of underage workers, has improved its practices and earned better scores from groups…
Prolonged US government shutdown could raise market risks
Investors have anticipated for weeks the risks of a US government shutdown to markets. Now that it is here, they are hoping it will be brief. A shutdown that lasts…
Fed’s rate cut comes with caveats, leaving investors lukewarm
Investors look set to face a volatile few months ahead after the Federal Reserve resumed interest rate cuts and opened the door to further easing but tempered its message with…
India’s ‘strong’ economic growth fails to impress equity investors
India’s world-beating economic growth is failing to translate into gains for equity markets as weakening pricing power and US tariffs weigh on corporate earnings, turning foreign investors away. Gross domestic…
Wall Street sees new obesity pills as priced near Wegovy and Zepbound
US prices for obesity-treatment pills that Eli Lilly and Novo Nordisk aim to launch next year likely will be on par with their weight-loss injections, analysts and investors say, in…
