Skip to main content
logo
  • Funds

    Fund Listing

    • Mutual Funds
    • ETFs
    • How to Invest

    Capabilities

    • Alternatives
    • Equities
    • Fixed Income
    • ETF Investing

    In Focus

    • Investing for Income
    • Investing for Growth
    • Investing for Sustainability
    • Investing for Alternatives
    • Global Macro Sustainable Fund
    • Global Macro Opportunities Fund
  • Insights

    Market Insights

    • Guide to the Markets
    • Guide to Alternatives
    • Weekly Market Recap
    • On the Minds of Investors
    • Guide to China
    • Market Insights Overview

    Portfolio Insights

    • Long-Term Capital Market Assumptions
    • Global Asset Allocation Views
    • Global Fixed Income Views
    • Portfolio Insights Overview
    • Sustainable investing
  • Investment Ideas
    • Managing Volatility
    • Alternatives
    • Sustainable Investing
    • Income
  • Resources
    • Multimedia
    • Announcements
    • Insights App
  • About Us
  • Contact Us
  • Role
  • Country
  • Search
    Search
    Menu
    You are about to leave the site Close
    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.
    CONTINUE Go Back
    1. Portfolio Insights

    Portfolio Insights

    Insights to build stronger portfolios - educational research, portfolio manager insights, timely trends and asset allocation applications.

    Quick links

    • Monthly Strategy Report
    • Weekly Bond Bulletin
    • Fixed Income Perspectives

    Long Term Capital Markets Assumptions

    Discover J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals worldwide.

    Read more

    Global Equity Views

    Despite recent weakness in global markets, many of our portfolio managers remain rather cautious about the outlook. Quality and predictability, as well as modest valuations, matter most in this environment.

    Read more

    Factor Views

    During one of the most challenging years for investors, equity factors, led by value and quality, continued to climb. A blend of factors hit a record high to close out the year.

    Read more

    Emerging Market Strategy

    Fundamentals of emerging markets remain strong, while risks to the asset class are primarily external, not internal, and trade skirmishes amid a rebalancing and slowing Chinese economy.

    Read more

    Emerging Market Equity Views

    Our Emerging Market Equity Views assesses the outlook for Emerging Market equities and focus on where key markets are in the economic cycle.

    Read more

    FOMC Statement & Potential Impact on Fixed Income

    This paper, written by Ramon Maronilla, highlights the market view from the Global Fixed Income, Currency & Commodities Team regarding the recent Federal Reserve’s announcement.

    Read more

    Multi-family property investing in Japan – The population paradox

    Shrinking and rapidly-aging population. Low economic growth. Muted inflation. These are some of the misconceptions around real estate investment in Japan. Given such branding, investing in Japan multi-family residential assets may seem paradoxical. However, when we look beyond the headlines we see the valuable investment opportunities in the sector.

    Read more

    Fixed income investing in 2020

    After a challenging 2018, fixed income investors caught a break in 2019 with the U.S. Barclays Aggregate returning 8.7%, its best year since 2002.

    Read more

    Monthly Strategy Report

    We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.

    Read more

    Fixed Income Insights

    We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.

    Read more

    A sweet spot for the Australian dollar

    A sweet spot for the Australian dollar

    Read more

    Understanding the opportunity in Chinese equities

    Understanding the opportunity in Chinese equities

    Read more

    Asset class views

    Asset class views

    Read more

    The global carbon market: How offsets, regulation and new standards may catalyze lower emissions and create opportunities

    Sarah Kapnick, Ph.D., our Senior Climate Scientist and Sustainability Strategist, explains why interest in carbon markets and emissions trading systems is surging—to both help halt climate change, and for investors, to potentially achieve long-term returns.

    Read more

    Where’s the snow? The climate is changing in ski regions

    Climate change is currently making snow scarcer in regions where snow sports have traditionally thrived.

    Read more

    What’s rattling emerging market equities and where they may go from here

    Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.

    Read more

    State of the high yield market: Top-of-mind questions for investors

    2022 was a challenging year, characterised by tightening monetary policy in response to high inflation caused by a post-Covid pickup in demand, and by a European war.

    Read more

    Transportation investment outlook: Navigating global supply chain shifts

    Explore our Transportation Industry Outlook to find out how external factors such as disrupted supply chains are expected to impact performance over 2023.

    Read more
    Timely resource

    TIMELY RESOURCES

    Monthly Strategy Report

    We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.

    Read more

    Factor Views

    During one of the most challenging years for investors, equity factors, led by value and quality, continued to climb. A blend of factors hit a record high to close out the year.

    Read more

    Transportation investment outlook: Navigating global supply chain shifts

    Explore our Transportation Industry Outlook to find out how external factors such as disrupted supply chains are expected to impact performance over 2023.

    Read more

    Global Equity Views

    Despite recent weakness in global markets, many of our portfolio managers remain rather cautious about the outlook. Quality and predictability, as well as modest valuations, matter most in this environment.

    Read more

    State of the high yield market: Top-of-mind questions for investors

    2022 was a challenging year, characterised by tightening monetary policy in response to high inflation caused by a post-Covid pickup in demand, and by a European war.

    Read more

    What’s rattling emerging market equities and where they may go from here

    Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.

    Read more

    Where’s the snow? The climate is changing in ski regions

    Climate change is currently making snow scarcer in regions where snow sports have traditionally thrived.

    Read more

    The global carbon market: How offsets, regulation and new standards may catalyze lower emissions and create opportunities

    Sarah Kapnick, Ph.D., our Senior Climate Scientist and Sustainability Strategist, explains why interest in carbon markets and emissions trading systems is surging—to both help halt climate change, and for investors, to potentially achieve long-term returns.

    Read more

    Emerging Market Equity Views

    Our Emerging Market Equity Views assesses the outlook for Emerging Market equities and focus on where key markets are in the economic cycle.

    Read more

    FOMC Statement & Potential Impact on Fixed Income

    This paper, written by Ramon Maronilla, highlights the market view from the Global Fixed Income, Currency & Commodities Team regarding the recent Federal Reserve’s announcement.

    Read more

    Emerging Market Strategy

    Fundamentals of emerging markets remain strong, while risks to the asset class are primarily external, not internal, and trade skirmishes amid a rebalancing and slowing Chinese economy.

    Read more

    Fixed income investing in 2020

    After a challenging 2018, fixed income investors caught a break in 2019 with the U.S. Barclays Aggregate returning 8.7%, its best year since 2002.

    Read more

    Understanding the opportunity in Chinese equities

    Understanding the opportunity in Chinese equities

    Read more

    A sweet spot for the Australian dollar

    A sweet spot for the Australian dollar

    Read more

    Multi-family property investing in Japan – The population paradox

    Shrinking and rapidly-aging population. Low economic growth. Muted inflation. These are some of the misconceptions around real estate investment in Japan. Given such branding, investing in Japan multi-family residential assets may seem paradoxical. However, when we look beyond the headlines we see the valuable investment opportunities in the sector.

    Read more

    Asset class views

    Asset class views

    Read more

    Long Term Capital Markets Assumptions

    Discover J.P. Morgan's Long-Term Capital Market Assumptions, drawing on the best thinking of our experienced investment professionals worldwide.

    Read more

    Fixed Income Insights

    We highlight themes and implications from various fixed income teams to help guide your portfolio decisions.

    Read more
    lets-solve-it-logo

    For more information, please call or email us. You can also contact your J.P. Morgan representative.

    1800 576 100 (Application enquiries)

    1800 576 468 (General enquiries)

    jpmorgan.funds.au@jpmorgan.com

    JPMorgan Asset Management

    • Terms & Conditions
    • Financial Services Guide
    • Privacy Policy
    • Cookie Policy
    • Investment Stewardship
    • Voting Policy
    • Unit Pricing Policy
    • Complaint Resolution
    • Sitemap
    J.P. Morgan

    • J.P. Morgan
    • JPMorgan Chase
    • Chase

    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 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.