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: GAM vs JP Morgan
FSA compares two APAC including Japan funds — the GAM Star Asia Pacific Equity Fund and the JP Morgan Pacific Securities Fund.
The portfolio managers for the GAM fund are Michael Lai and Ben Williams.
Lai has co-managed the fund since 2004. Besides co-managing the firm’s Asia-Pacific portfolios, he is an investment director for Asia funds, Ng said.
Williams started as co-manager of the fund in 2012. Besides co-managing the firm’s Asia-Pacific portfolios, he is an investment director for Japan funds.
The JP Morgan fund’s lead manager is Aisa Ogosho, who has been managing the fund since 2012. She is also the firm’s Japan specialist within the Pacific regional group in Hong Kong.
The other two managers for the JP Morgan fund are Mark Davids and Robert Lloyd. Both were appointed as co-managers in May 2015. Davids joined the firm in 1997, while Lloyd joined in 2002.
Ng said he sees no areas of concern in regards to the management of the two funds.
However, he noted that the JP Morgan fund may have the advantage in resources because it has large investment and research teams covering Asia-Pacific and Japan.
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