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    1. Everyday life disrupted: opportunities in a smart home

    Everyday life disrupted: opportunities in a smart home

    Jul 2021 (3-minute read)

    J.P. Morgan Asset Management

    Key takeaways:

    • Disruption is driving changes in our everyday life. Innovations related to the Internet of Things (IoT) and artificial intelligence (AI) are transforming our living quarters into a self-sustaining, seamless home hub.

    • Today, smart home technology is offering more comfort and convenience while driving long-term growth opportunities in sectors that are developing these automation systems1. 

    IoT + AI = smart home


    Technological innovations are changing our everyday life, enabling more comfort, convenience and choices. Rapid digital transformation and the wider adoption of IoT are the key drivers of change in our homes.

    IoT has emerged when everyday objects such as home appliances are connected to the internet via sensors so they can communicate and exchange data online. And when AI is added to IoT, our smart home appliances will become smarter, learning new data to better understand a user’s preferences, predict behaviours and change the parameters accordingly. AI can also enable a smart home system to control multiple smart devices.


    Are you ready for a ‘smart’ home?


    Can you identify all the smart devices and systems listed below?

    3_smart_clearners_AU
    4_smart_door_locks_AU
    5_smart_light_bulbs_AU
    6_smart_thermostats_AU
    J.P. Morgan Asset Management
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    The hunt for low risk alpha in a high risk world

    JPMorgan Global Research Enhanced Index Equity Fund is a global equity solution striving to deliver positive alpha at low active risk with attractive fees.

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    The growth opportunities in emerging technologies that are powering the development of IoT:


    AI1


    When AI meets IoT, the resulting intelligent machines can simulate smart behaviour with little or no human interference.

    AI could be likened as the brain of the machine while IoT could be deemed as the digital nervous system that enables data sharing via internet connectivity.

    Companies are investing in AI to create better products and services. And the global public health crisis has accelerated this trend as social distancing measures has spurred demand for AI-powered smart devices.

    Additionally, 5th generation mobile network allows real-time data processing at larger capacity, higher speed and less disruptions (or near-zero lag). As 5G enhances data traffic management, it allows many IoT devices to connect at a faster speed. It also makes AI, augmented reality and virtual reality possible as these cutting-edge technologies generally involve intense level of data transmission.

    Conclusion
     

    As IoT continues to evolve and disrupt, a bottom-up active strategy could help seek structural growth opportunities emerging from high-conviction ideas. We’ve already seen companies that are disruptors in the market.

    This content represents our investment team’s current view and overall strategy provided for information only based on current market conditions not taking into consideration any specific investor’s investment objective and risk appetite. Not to be construed as investment recommendation or advice.

    Diversification does not guarantee investment return and does not eliminate the risk of loss.

    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.

    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.

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    All investments contain risk and may lose value. This advertisement or publication 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 you to consider the appropriateness of the information and seek appropriate legal, tax, and other professional advice. Prior to making an investment decision, investors should read 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.