Equities
Our equity solutions help generate alpha and achieve return targets across a broad range of actively-managed equity strategies.
Our equity expertise is founded on deep resources across regions and sectors, and a commitment to nurturing the brightest talent. Delivering consistent investment results across a broad range of actively-managed equity strategies is at the heart of everything we do.
Outcome-oriented active management
One of the world’s leading equity managers with local market expertise and deep resources of our globally integrated team of experienced equity investment professionals.
Our extensive expertise in different markets, and collaboration across regions/sectors, helps us uncover truly compelling investment opportunities.
A broad range of actively-managed equity strategies covering multiple investment styles and geographies designed to help our clients build stronger equity portfolios.
Solutions designed to address client needs
We believe the best outcomes are a result of combining the finest investment talent with the most comprehensive resources. That’s why our equity solutions fully leverage the breadth of our global expertise, providing comprehensive coverage of markets, regions, sectors and equity styles to meet the needs of today’s institutional investors.
Every decade, a technology platform shift is accompanied by a major disruption in tech leadership. As these shifts play out, some businesses can sustain their leadership, but they are few and far between. The strongest companies today can be disrupted if they fail to capture the next platform or lose market share in their core business.
The GLP-1 drug class took the market by storm. Now that it’s showing effectiveness against other diseases, here’s how our thinking has evolved.
The U.S. Equity Growth team examines the electricity supply and demand landscape, evaluates future supply sufficiency and identifies areas of the market best positioned to address the challenges of increasing electrification.
A time-tested strategy strengthening client portfolios
One of the lessons of the financial crisis that led to the Great Recession is that there are periods in which competition, among experts and among organisations, creates powerful forces that favour a collective blindness to risk and uncertainty.
Portfolio managers Andrew Brandon and David Silberman from the U.S. Value team discuss the current market environment and where they are finding opportunities in quality companies at reasonable valuations.
Portfolio Managers Helge Skibeli and Christian Pecher explain how the Global Select Equity strategy is finding investment opportunities from around the world.
Active management has historically been cyclical, and we believe this remains true despite the fact that excess returns have compressed over the last 15 years.
Explore how generative AI impacts global equity, and how this potential new market cycle outlines structural change and growing opportunities.
There's a lot of talk about the disruptive power of technology, but what does that mean, exactly? We think of technology less as a sector and more as a secular force that will affect every corner of the economy, spurring shifts in market share and market capitalization, and generating opportunities for wealth creation (and destruction).
For more information, please email us or contact your J.P. Morgan client advisor.