Portfolio Pulse: Future Transition Multi-Asset Fund
Eyes on the future with an innovative asset allocation strategy
Dec 2021 (3-minute read)
Key takeaways:
How smart can a pen be2 ?
Pens are no longer used only for writing in the healthcare sector. And some pens have become smarter.
Innovative medical devices such as a smart, reusable insulin pen2 is improving the quality of life for patients with diabetes. It’s a pen that offers quick and relatively painless injections, can calculate and track doses as well as provide reminders, alerts and reports. When connected to a smartphone app, the pen could also help diabetics better monitor their blood sugar levels, diet and exercise. The data on the pen could also help doctors and patients make optimial treatment decisions.
Additionally, some healthcare companies are using data science and artificial intelligence for new medicines and timely diagnosis. Such breakthrough in treatments and innovative technologies are presenting long-term growth opportunities in the healthcare sector.
Investing in healthcare - same, same but different1
What to keep in mind
A digital transformation of healthcare is taking place across all members of the Organization for Economic Co-operation and Development (OECD) grouping, accelerated by the public health crisis and driven up by digitisation of IT infrastructure as well as growing demand from patients3. Additionally, a rapid rise in demand among emerging markets could help accelerate the sector’s long-term growth.
Forward P/E of US healthcare sectors and the S&P 5004
Governments and companies have accelerated investments in healthcare, including sub-sectors such as innovative medical technologies, biotechnology, pharmaceuticals and new medical devices and services. As illustrated in the chart4, these various healthcare sub-sectors, where valuation remains relatively attractive, are presenting long-term growth opportunities.
Conclusion
The global public health crisis has brought healthcare to the forefront, presenting long-term growth opportunities in sub-sectors such as innovative medical technologies, biotechnology, pharmaceuticals as well as new medical devices and services. Additionally, the growing middle class in emerging markets and an ageing population could help accelerate demand and the sector’s long-term growth.
Eyes on the future with an innovative asset allocation strategy
Capturing dividend opportunities across Asia
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A pulse check on our Asian bond portfolio
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We share our views on Asian bonds and how we position in 2H 2023.
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ASEAN, China and the broader Asia ex-Japan region present ample opportunities for long-term growth.
Here is a chart indicating IG bond opportunities as US Treasury yields stay elevated.
A quick look at how the Fund is positioned as recession risks loom and financial conditions tighten.
A quick take on our strategy in investing Asian income assets amid global economic slowdown and China’s reopening.
We highlight the impact of China’s reopening on Asia equities and the key secular trends driving long-term growth in the region.
Flexibility is at the heart of our approach to fixed income markets.
Income investing can help tap investment opportunities while managing volatility through cash flows from a diversified portfolio of income generating assets.
We share the key themes driving equities as China reopens.
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Rising government bond yields have presented more room to manage the impact of rate hikes. How big is this leeway?
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Income investing remains relevant in the current market environment, as volatility is poised to remain elevated.
We believe that quality and yield opportunities can still be found in bonds.
We share a 2H 2022 market outlook on the key themes in China equity investing.
We discuss five megatrends related to climate change and the investment implications.
How technology is advancing the process of diagnosis – listening, observing, enquiring and examining – while presenting market opportunities.
Learn about how sustainable infrastructure helps drive the development of metaverse and electric vehicles.
We share a perspective on sustainable and traditional infrastructure.
Digital education helps enhance the learning experience, driving new growth opportunities.
We discuss how urbanisation is driving opportunities in the infrastructure space.
Harnessing innovative digital and communications technologies for new economic growth opportunities.
We share our perspectives on positioning for income as rates rise.
Going beyond the traditional fixed income sectors to tap into the potential of securitisation.
Fixed income isn’t just government or corporate bonds, it also includes non-traditional debt securities.
The securitisation market has regained much ground in the past decade.
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