The FSA Spy market buzz – 11 April 2025
Lazard actively looks at Next Gen; Goldman Sachs loves active in small places; Janus Henderson is reassuring; Private equity’s overflowing war chest; Jevons Paradox; Hamlet’s wisdom and much more.
HEAD-TO-HEAD: Blackrock versus Fidelity
FSA compares two US dollar mixed asset products: the Blackrock GF Global Multi-Asset Income Fund and the Fidelity Global Multi Asset Income Fund.
Conclusion
Although both funds receive a neutral analyst rating, the Blackrock fund is awarded three stars by Morningstar, while the Fidelity product only has two stars on a five-star scale.
FE Fundinfo, which bases its assessment on a fund’s three-year history of delivering alpha, also favours Blackrock over Fidelity, by assigning a three crowns rating to the former and one crown to the latter.
“We have both funds’ people and process pillars rated as above average, signalling equal conviction,” said Mottola.
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