The FSA Spy market buzz – 30 May 2025
Korean AI-driven investing, The wisdom of Nvidia, Goldman Sachs and active good news, The sheer size of the top ten, Ferris Bueller and Trump’s tariffs, A trillion here - a trillion there, and much more.
HEAD-TO-HEAD: Neuberger Berman versus Pictet
FSA compares two fixed income products: the Neuberger Berman Emerging Market Debt Hard Currency Fund and the Pictet Global Emerging Debt Fund.
Fees
Fees matter, not just on a relative basis, but because they affect fund performance, according to Morningstar. In fact, as long ago as 2016, the fund research firm published a paper that found that “the expense ratio is the most proven predictor of future returns” for any fund.
The ongoing charges fee (OCF) for the retail share class of the Neuberger Berman fund is 1.54%, and the OCF for the Pictet product is lower at 1.38%, according to FE Fundinfo.
“Both funds are roughly average within their category in terms of the fees they charge,” said Kirwin.
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