The FSA Spy market buzz – 19 April 2024
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
Ng does not hesitate in recommending the Henderson fund over the Robeco. While both, in principle, have a very similar investment approach, the Henderson fund has consistently delivered better returns, at a lower cost, although with slightly higher volatility.
Ng also pointed out the difference in the size of the management teams. “The Henderson fund has a stronger, better resourced team in the property equities area,” he said.
However, an investor for whom ESG integration is a priority would be better advised to choose the Robeco fund, Ng added.
Doom and gloom on China, Peaks and troughs from First Sentier, Ninety-One looks at failure, Lombard Odier’s good news, Corporate jargon hell, Visit cheap Japan and much more.
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