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: Jupiter versus Neuberger Berman
FSA compares two US equity products: The Jupiter Merian North American Equity Fund and the Neuberger Berman US Multi Cap Opportunities Fund.
MANAGER REVIEW
The Jupiter Merian fund is led by Ian Heslop, who also leads Jupiter’s quant team. He joined Jupiter last year when it acquired Merian.
Heslop first joined Merian (previously Old Mutual) in 2000. He is supported by three other managers – Amadeo Alentorn, Yuangao Liu and Matus Mrazik, as well as dedicated quant analysts.
“They are all experienced, and having quant researchers is important to keep testing and improve on the model,” Poole said.
The NB fund, meanwhile, has been managed by Richard Nackenson since its inception, according to Poole.
Nackenson joined NB in 1999 and started to develop the strategy in 2003 while managing the assets of the firm’s high-net-worth clients.
He is supported by managing director and securities analyst Steven Majocha and two other dedicated research analysts.
“It is an established team that has been there for a long time,” Poole said.
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