#Schroders

☮ ♥ ♬ 🧑‍💻peterrenshaw@ioc.exchange
2025-11-18

“Companies at the centre of this year’s #AIBoom were among the biggest fallers on #WallStreet. Chipmaker #Nvidia fell 2 per cent, while #Microsoft and #Amazon fell more than 3 per cent and #Meta dropped 1.5 per cent.
#StockMarkets globally have risen sharply this year, but the rally has stalled as a growing number of investors warn that lofty valuations of leading #USA AI stocks are becoming detached from the #fundamentals.”

“There’s no question, we’re getting to a more #LateCycle stage [of the market rally],” said #JohannaKyrklund, group chief investment officer at #Schroders, pointing to “extended valuations” and a “#frothy, somewhat #bubble environment”.

“We still have #exposure to these #stocks,” Kyrklund said, but added: “I wouldn’t advocate a passive exposure to this [#AI] space at the moment.”

The market is deciding how useful AI really is beyond what the tech #marketing gurus are shouting at you 🌊🗣️

#Nasdaq / #tech / #ArtificialIntelligence / #BoomBust <archive.md/ueUbl> / <ft.com/content/72c35b5a-f75f-4>

2025-11-12

Chinese gold stocks set to shine as UBS and Schroders see bullion extending gains

Zijin Mining Group and other Chinese gold producers may get another boost from a spurt in the price…
#NewsBeep #News #Headlines #Bangkok #bullion #China #Chinesegoldproducers #Congress #federal-reserve #Gold #Goldproducers #goldstocks #IL #Israel #Schroders #Senate #SPIAssetManagement #Trumpadministration #UBSGroup #UK #ZijinMining
newsbeep.com/244699/

2025-07-18

alojapan.com/1324575/opportuni Opportunities in Japanese equities with Schroder Japan – The Armchair Trader #AIC:Japan #Japan #JapanNews #Japanese #JapaneseNews #news #Schroders Schroder Japan Trust is a London-listed investment trust that is focused on specific single stock opportunities within the larger Japanese equity market. It is an exciting time to be invested in Japan, with a cheap yen and the Japanese government pushing ahead with far-reaching reforms for listed c

Podcast: Opportunities in Japanese equities with Schroder Japan
2025-07-18

Opportunities in Japanese equities with Schroder Japan – The Armchair Trader

Schroder Japan Trust is a London-listed investment trust that is focused on specific single stock opportunities within the larger Japanese equity market. It is an exciting time to be invested in Japan, with a cheap yen and the Japanese go…
#Japan #JP #JapanNews #AIC:Japan #Japanese #Japanesenews #news #Schroders
alojapan.com/1324575/opportuni

2024-05-30

#Putin und seine #Kreml-Getreuen, die sich #Russland zur Beute gemacht haben, haben irreparable politische Fehler begangen. Diese korrigiert kein weiterer Appell an der russischen Leidensbereitschaft:
1. #Schweden und #Finnland sind nun #Nato-Partner, somit die Ostsee als russisches Aufmarschgebiet perdu.
2. Der Einsatz der #Wagner-#SS unter #Prigoschin & Sturmbannführer #Utkin hat die ganze Absurdität von Putins (& #Schröders) #Nazi-Narrativ über die #Ukraine offengelegt.n-tv.de/politik/Putin-verstoer

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