• Increasingly, investors are using our alternative strategies as part of a liquid alternative allocation². Our alternative strategies are designed to achieve specific client outcomes, and built to deliver uncorrelated returns to traditional asset classes.
  
  
• On our Macro Strategies platform, we employ a daily liquid alternatives strategy that seeks to deliver attractive risk-adjusted returns in varying market environments through a macro, focused and flexible approach^{1, 2.}
  
  
• We believe that the structural changes shaping the world, as well as the cyclical economic backdrop, are significant drivers of asset prices. Organising these changes into a set of macro themes³ provides a framework to focus our research efforts in areas that we believe will have the most impact and offer attractive investment opportunities. Our themes are categorised as either secular (long term) or cyclical (medium to shorter term).

3. Source: J.P. Morgan Asset Management, as at 30.09.2021. US theme includes Canada. Opinions, estimates, forecasts, projections and statements of financial market trends are based on market conditions at the date of the publication, constitute our judgment and are subject to change without notice. There can be no guarantee they will be met.

• Our thematic framework results in a rich set of possible investments that spans across equity, fixed income, currency, gold and volatility with the ability to go long and short. Our bottom-up expertise helps us to select the most favourable of these from a risk/reward perspective.

• Investing sustainably is a way to align investors’ values with their goals for their money. It is also a way to seek to manage the risks and capture the opportunities as the world adapts to changes in our climate, the broader environment and society.
  
  
• In our portfolios, we look to identify structural shifts, such as those being caused by increased focus on sustainability across industries globally, which is in turn creating investment opportunities².
  
  
• We seek to emphasise investment in companies that have better environmental, social and governance (ESG) credentials and/or offer sustainable products and services as part of their business. We exclude investment in certain industries and activities, and apply maximum revenue percentage thresholds to others, which can vary depending on whether the company is a producer, distributor or service provider.

For illustrative purposes only based on current market conditions, subject to change from time to time.

• The JPMorgan Global Macro Sustainable Fund is a daily-liquid sustainable solution designed to take advantage of market mispricings of macro trends. Return expectations for traditional assets are much lower for the next 10-15 years than the past, and liquid alternatives have the potential to continue to provide an attractive and diversified return stream.
  
  
• We strive to deliver positive returns in varying market environments, offering investors a source of diversified return with low long-term correlation to traditional assets².

Provided for information only based on market conditions as of date of publication, not to be construed as investment recommendation or advice.

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

1. Provided for information only, not to be construed as investment recommendation. Investments involve risks, not all investment ideas are suitable for all investors.
2. 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 portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.

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