What’s in store for bonds in 1Q 2021 as economies reopen?
1Q 2021 bond themes and potential opportunities as economies reopen.
Q1. COVID-19 is gradually coming under control in China. Some new economy stocks are thriving under this backdrop. Is this sustainable?
Q2. What are your views on China’s policy support for tackling the health crisis?
Q3. The recent rally in the A-Share market has renewed concerns of a 2015-style quick expansion-burst cycle. What are your views?
Q4. In your view, where do you see opportunities in the A-Share market?
Q5. What is your outlook on navigating current geopolitical uncertainties, such as the US-China relationship?
Conclusion
Amid challenging market conditions, strong and well‐managed companies would be in a better position to navigate the challenges and gain market share. We believe the strong will become even stronger. Backed by robust research and an experienced investment team, we continue to focus on growth to capture potential upside opportunities and quality to help mitigate some downside risks2.
This represents investment team’s views as of 28 July 2020 based on current market conditions, subject to change from time to time. Provided for information only, not to be construed as investment or research recommendation.
1. For illustrative purposes only based on current market conditions, subject to change from time to time. Not all investments are suitable for all investors. Exact allocation of portfolio depends on each individual’s circumstance and market conditions.
2. Risk management does not imply elimination of risks.
The information provided is general in nature only and does not constitute personal financial advice. The information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on any information you should consider the appropriateness of the information having regard to your objectives, financial situation and needs. Therefore, before you decide to buy any product or keep or cancel a similar product that you already hold, it is important that you read and consider the relevant JPMorgan fund Product Disclosure Statement (PDS), which is available to download on this website and make sure that the product is appropriate for you. Before making any decision, it is important for you to consider these matters and to seek appropriate legal, tax, and other professional advice. Issued by JPMorgan Asset Management (Australia) Limited ABN 55 143 832 080, AFSL No. 376919.