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Showing 11 - 20 of 27 results for "Magnificent seven"

US financial market dominance can't last indefinitely: MSCI

ANDREW MCKEAN  |  MONDAY, 12 MAY 2025
... he said, that the multiples of US mega-cap stocks - of which there are fewer than 40 companies, including the Magnificent Seven, have traded at more than twice that of emerging market and developed stocks outside the country, as of the end of 2024. The ...

The top-performing (and worst) asset classes of the past year

ANDREW MCKEAN  |  THURSDAY, 8 MAY 2025
... resilient economy, corporate earnings growth and a favourable interest rate environment. The dominance of the Magnificent Seven, which benefited from increased investment in AI, cloud computing, and digital transformation, was also significant, he noted. ...

Global X China Tech ETF in the works

ANDREW MCKEAN  |  THURSDAY, 1 MAY 2025
... valuations for China's top seven technology companies are trading at less than half the forward multiples of the US Magnificent Seven. Nevertheless, it noted that revenue growth is steady, margins are expanding, and cash flow resilience is emerging. ...

Cbus plays it steady amid rocky start to the year

ANDREW MCKEAN  |  WEDNESDAY, 9 APR 2025
... however, the past couple of years has been "a bit testing," with markets rewarding a narrow group of stocks, the Magnificent Seven and four Australian banks. But with more volatility this year, and some signs of mean reversion, holding the line on active ...

Holding mega-cap stocks could be detrimental: Research

ELIZA BAVIN  |  WEDNESDAY, 26 MAR 2025
... research found that the recent period of extreme concentration in the US market, led by the performance of the Magnificent Seven mega-cap stocks, points to an opportunity for institutional investors to diversify in the period ahead. "Given the recent ...

Global active equity managers suffer their worst year in decades

ANDREW MCKEAN  |  THURSDAY, 27 FEB 2025
... consultant Brad Purkis noted this year's benchmark performance was driven by a small group of stocks - chiefly the 'Magnificent Seven' - making life tough for active managers in global equities. As an example, fund managers who had no exposure to Nvidia ...

Where to invest when local equities look expensive

ANDREW MCKEAN  |  MONDAY, 20 JAN 2025
... fair value, while large caps generally look expensive," Halloway said. He noted that 10 stocks, including the 'Magnificent Seven,' accounted for almost 60% of US equity market returns last year, despite only accounting for 30% of the market's capitalisation. ...

Eyes on gaming, Chinese tech in 2025: Orbis

MATTHEW WAI  |  WEDNESDAY, 11 DEC 2024
... Chinese companies provide an undisputed advantage given how "expensive" US mega cap tech companies - such as the Magnificent Seven - have become, he said. "That is an area that we think is looking quite interesting, simply because it is very out of favour ...

Active managers outperform in limited asset classes, fall short in survivorship

KARREN VERGARA  |  MONDAY, 18 NOV 2024
... growth strategies, passive management has a stronghold. This section is dominated by US market exposure. The Magnificent Seven stocks buoy passive investing in this category during the periods. Passive funds returned as much as 11.3% over five years ...

AI could see emerging markets flourish: Experts

MATTHEW WAI  |  THURSDAY, 12 SEP 2024
... many of which lie in emerging markets. "You won't capture the potential upside of AI by only investing in the Magnificent Seven," Grana said. "Most of [those companies'] supply chain is in emerging markets. The kinds of structural stories that people ...