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.
Peter Meany and Andrew Greenup have managed the First State fund since its inception in 2007. The co-head an eight-person management team, which includes two portfolio managers and four analysts.
Meany has outperformed his peer group over the trailing ten-year period, delivering returns nearly double those of the peer average, according to FE.
“Meany has proved over time that he is a talented portfolio manager,” writes Khizou, reaffirming the Morningstar analyst rating of Bronze.
The primary responsibility for the Partners Group fund lies with the lead portfolio manager Reto Munz. He has held this role since its inception in 2006. Prabal Sidana was named fund manager in 2016.
The six-person management team of the Partners Group fund benefits from the expertise of the firm’s private equity infrastructure team, which has developed insight into regulatory frameworks and macro factors in target markets.
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.
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