The FSA Spy market buzz – 13 December 2024
M&G’s positive outlook; Wisdom from Schroders’s podcast; Alliance Bernstein on the power of curiosity; Janus Henderson on responsible AI; China’s retirement revolution; Apple and much more.
HEAD-TO-HEAD: Eastspring versus Jupiter
FSA compares two European equity products: The Eastspring Pan European Fund and the Jupiter European Growth Fund.
CONCLUSION
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.
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