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.
Conclusion
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.
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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