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.
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.
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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