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J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
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<p>Research is the foundation of active management</p>

Our research fuels a distinct advantage in helping investors successfully navigate global markets.

george gatch 2x

Independent research.
Empowering insights.
Exceptional outcomes.

All currencies in USD unless otherwise specified.

At the core of our research​

Knowing companies inside and out

Our dedicated, career research analysts are experts in over 5,000+ companies, 3,000+ municipalities, 4,000+  securitised issues, and 100+ sovereigns and provide real-time insights, on the ground, from 12 markets.

Sharing insights across global teams

While we have insight into individual markets and sectors, our real strength lies in our ability to see across them. That’s driven by strong collaboration between every asset class, which helps deliver better outcomes.

Employing data and artificial intelligence 

Spectrum, our revolutionary investment platform, harnesses AI and data science to provide actionable insights.1

Insights

Meet our world-class research experts

27 years With J.P.Morgan | 27 years In the industry

Mark is also a portfolio manager for the Global Emerging Markets Analyst strategy. An employee since 1999 he was previously (from 2010 to 2019) the Head of Research for Emerging Market Equities. Prior to that he was an equity analyst covering banks, financials and insurance in Asia and the emerging markets for the Global Equities team. Prior to that, he covered European banks. Mark obtained an M.A. in Economics and an MPhil in Finance from Cambridge University. He is a CFA Charterholder.

16 years with J.P.Morgan | 25 years In the industry

Sam has more than 20 years of experience in fixed income research, both in developed and emerging markets, across investment grade and high yield. Sam is responsible for leading GFICC's research capabilities across, New York, Columbus, London, Hong Kong and Mumbai. Sam joined the firm in 2010 and since 2012 has been head of emerging markets corporate research team. Sam joined from European Credit Management (ECM), a boutique credit investment house. Sam holds a Masters degree from the London School of Economics.​​

11 years with J.P.Morgan | 29 years In the industry

Prior to him joining in June 2025, Daniel was a portfolio manager and senior research analyst within the US. Equity Group. An employee since 2015, Daniel led consumer sector coverage for the J.P. Morgan Mid Cap Growth and Small Cap Growth Strategies and was co-portfolio manager for the Mid Cap Growth fund. Daniel is also on the Investment Committee for Project Spark, which is an initiative that focuses on providing capital to venture capital funds. Prior to joining JP Morgan, Daniel spent time in the consumer equities space in both long-short and long-only strategies.

1JPMAM utilises Large Language Models (LLMs) internally in an effort to produce a greater level of operational scalability and efficiency across multiple lines on business. The LLMs are not relied on to make investment decision for the portfolio manager. The final investment decision is the responsibility of the portfolio manager. While the intent of LLMs is to provide accurate and comprehensive content to portfolio managers, LLM technology may occasionally generate inaccurate, incorrect, incomplete, misleading, or irrelevant information. As a result, LLM output is treated with the high level of caution and scrutiny by JPMAM. The research highlighted above is part of J.P. Morgan Asset Management's (JPMAM) overall investment management platform. As an asset manager; JPMAM does not offer research, provide advice or make investment recommendations.

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Please note:  Following recent amendments to the Corporations Act, where unitholders have provided us with your email address, we will now send notices of meetings, other meeting-related documents and annual financial reports electronically unless the unitholder elects to receive these in physical form and notify us of this election. Unitholders have the right to elect whether to receive some or all of such Communications in electronic or physical form, the right to elect not to receive annual financial reports at all and the right to elect to receive a single specified Communication on an ad hoc basis, in an electronic or physical form.


 

All investments contain risk and may lose value. This advertisement has been prepared and issued by JPMorgan Asset Management (Australia) Limited (ABN 55 143 832 080) (AFSL No. 376919) being the investment manager of the fund. It is for general information only, without taking into account your objectives, financial situation or needs and does not constitute personal financial advice. Before making any decision, it is important for investors to consider the appropriateness of the information and seek appropriate legal, tax, and other professional advice. For more detailed information relating to the risks of the Fund, the type of customer (target market) it has been designed for and any distribution conditions please refer to the relevant Product Disclosure Statement and Target Market Determination which have been issued by Perpetual Trust Services Limited, ABN 48 000 142 049, AFSL 236648, as the responsible entity of the fund available on https://am.jpmorgan.com/au.