The FSA Spy market buzz – 6 June 2025
Animal spirits run wild; Franklin Templeton is taking credit; EM banking revolution; Not all luxury is equal; Death of search and the AI machine; George Soros on wins and much more.
The Eastspring fund receives a three-star Morningstar rating and an analyst rating of Silver, while the Jupiter fund gets four stars and a Neutral analyst rating.
Morningstar’s star rating looks at historically-adjusted performance and the analyst rating is based on forward-looking analysis.
Meakin explained that the Eastspring fund has a higher rating as it reflects his “conviction in the strong and consistent execution of a well-formed investment process.”
Meanwhile, the Jupiter fund has a Neutral rating as the team setup is relatively new.
“However, there are several positives to this strategy, and we continue to monitor progress as the team continues to bed down,” he said.
Animal spirits run wild; Franklin Templeton is taking credit; EM banking revolution; Not all luxury is equal; Death of search and the AI machine; George Soros on wins and much more.
Part of the Mark Allen Group.