The FSA Spy market buzz – 15 November 2024
Granny gets a shot; Capital Group on Trump trades; Neuberger Berman’s opinion; The enduring wisdom of abrdn’s Hugh Young; Things that make one go Hmmm; M&G’s bike, 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.
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