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.
HEAD-TO-HEAD: Bluebay vs Legg Mason
FSA compares the Bluebay Investment Grade Absolute Return Bond Fund and the Legg Mason Western Asset Macro Opportunities Bond Fund.
Fees
The Bluebay fund has ongoing charges (OCF) of 0.94%, while the Western Asset fund’s OCF is 1.25%.
Dash believes that the Bluebay fund’s price is in line with its peers, while the Western Asset fund is expensive.
The median OCF for alternative long-short bond funds is 0.94%, according to Dash.
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