The FSA Spy market buzz – 26 May 2025
iShares gets defensive, JP Morgan Private Bank is thinking about AI, Crowded shiny trades, Bitcoin and the most expensive pizzas, Harvard’s closing doors, Jonny Ive and OpenAI and much more.
HEAD-TO-HEAD: GAM vs JP Morgan
FSA compares the GAM Star China Equity Fund and the JPM China Fund.
While some investors are still bullish on China, placing their confidence in cyclical sectors, such as industrials, energy and materials, others are worried about import tariffs that the US may place on Chinese goods.
China’s ongoing transition from a focus on infrastructure, materials and property to a more domestic consumption-driven economy, should mitigate the risk of US trade restrictions, according to Germaine Share, senior analyst, manager research at Morningstar.
“China’s huge population can support a strong economy without relying on exports,” she said.
In choosing an actively-managed fund the key consideration, according to Share, is the manager’s proven track record. The investors should choose experienced managers who “can manoeuvre through macroeconomic headwinds”, she said.
Given this backdrop, Share provides a comparative analysis of the GAM Star China Equity Fund and the JPM China Fund.
Related Stories
Promoted Content
-
Appetite for thematic investments grows amid rates and inflation concerns
-
Nuveen broadens income sources via private capital and real assets
-
Fixed income – making ground in ESG as ETFs see rapid growth in AUM
-
Accessing India’s tech future
-
Dynamism is the name of the game for this global macro strategy
-
Don’t get left behind in fixed income
-
Step up your portfolio by doubling down on sectors set for long-term growth
-
M&G Episode Macro shines after tough year
-
Driving decarbonisation: how to access new forms of alpha
-
Riding the wave of alternative income amongst HNWIs in APAC
