The FSA Spy market buzz – 28 March 2025
JP Morgan Asset Management gets enhanced; Thailand wants some leverage; Natxis is surveying the world; A billionaire here, another there; Business social media lunacy; Andrew Carnegie’s wisdom and more.
HEAD-TO-HEAD: GAM vs JP Morgan
FSA compares the GAM Star China Equity Fund and the JPM China Fund.
On a three-year basis, both funds underperformed the MSCI China index (which Morningstar uses to benchmark the funds), with the JPM fund delivering a return of 7.55% while the GAM product had a negative return of 2.23%.
The GAM fund is move vaolatile (a standard deviation of 24.79) than the JPM fund (22.31). The GAM product also has a lower Sharpe ratio, 0.06, to JPM’s 0.18.
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