The FSA Spy market buzz – 24 March 2023
Bitcoin rolling futures, new fund pricing models gather pace, greenbleaching, sustainable bonds (not), thematic investing at the top; consultant jokes, Munger’s wisdom and much more.
Both funds performed well during the market upturn last year and held up successfully during the difficult period for risk assets in the second half of 2018.
However, despite its relatively short history and small size, Cheung prefers the JGF-Jupiter Global Emerging Markets Short Duration Bond Fund over the Axa WF Emerging Markets Short Duration Bonds Fund.
“It is a better option for investors for three main reasons,” he said.
“It has a shorter duration, its superior performance in 2018 and 2019 demonstrated the strength and clarity of its manager, and the fund is more consistent and less volatile,” Cheung explained.
Part of Mark Allen.