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.
McDermott likes both strategies, but favours the T Rowe Price offering more than the Alquity fund.
“We like the approach of the team at Alquity, and in Mike Sell the firm has one of the most experienced managers in the space, who has a keen eye on absolute returns.
“However, the T Rowe Price fund is undoubtedly one of the leaders in this market, having demonstrated exceptional performance, coupled with a strong focus on the downside, hence the preference for high quality stable companies, making it an ideal core fund for investors in this space,” he said.
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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