The FSA Spy market buzz – 22 November 2024
Dimensional excludes the Middle Kingdom; JP Morgan’s optimistic outlook; Household wealth is rocketing; Schroders is thinking about privates; Ninety One’s pithy AI; German woes and much more.
HEAD-TO-HEAD: Janus Henderson vs Robeco
FSA compares the Henderson Horizon Global Property Equities Fund and the Robeco Property Equities Fund.
The Henderson fund is co-managed by Guy Barnard and Tim Gibson. While Barnard, who is based in Europe, covers global investments, Gibson, based in Singapore, focuses on Asia-Pacific. They are supported by eight analysts, two of whom are based in Singapore, according to Ng.
The Robeco fund is managed by a team of two portfolio managers, Folmer Pietersma and Christian Vondenbusch. Together with Patrick Lemmens they form a team responsible for Robeco’s financials and property strategies. They have no analysts dedicated to the team, but rely on other support within the firm.
Although both teams have solid industry experience, Ng considers the size of the Robeco team a handicap. The Henderson team, with its dedicated analysts and Asia-Pacific specialists is better positioned to perform in-depth analysis that’s needed.
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