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Market Watch series
Join Karen Ward, Chief Market Strategist, EMEA, every other Wednesday at 14:00 GMT/ 15:00 CET to discuss the latest Covid-19 developments and market implications. Karen will be joined by one of our senior investment professionals for a more detailed look at an individual asset class or market.
The CIO Talk – Outlook for Global Equity Markets
After a strong start to the year, capital markets are becoming a bit more volatile again as a multitude of questions move the markets: Will sector rotation continue as the global economy continues to open, and what is the outlook for tech companies? What does the global climate agenda mean for equity investors? And what impact do high valuations and possible interest rate hikes have on the earnings potential of stocks?
Mid-Year Investment Outlook
As the economic cycle and the bull market matures, it will be ever more important for investors to actively manage exposures and risks to deliver strong investment returns. Our experts will share their high-conviction ideas and discuss the key questions on top of investors’ minds including inflation, rotation towards Europe and value, Asia and China, carbon pricing and policies as well as alternatives.
Net Zero Emission Targets and SFDR
Dramatic changes to the global economy will be required if net zero emission targets are to be achieved by 2050. A thorough understanding of how the policy changes in different industries will impact cash flows and valuations is an essential part of any investor’s decision. Join our expert speakers as they discuss the implications of the move to net zero, why we are taking a prudent approach to SFDR, and how we achieve best-in-class ESG exposure in our Europe Sustainable Equity Fund.
Looking beyond – what’s next in markets and investing?
The first quarter of 2021 has been fully risk-on and investors have deployed very large amounts into emerging markets, China, high-yield bonds and other ‘risk-on’ asset classes. While there are good reasons to believe that the risk-on trend has more runway, the sentiment and environment could change at some point. As diligent investors and advisors, we must ask ourselves today how the next stage will look like and develop an understanding which asset classes and strategies will deliver strong investment outcomes at this point in time.
Investing in European Equities: Europe is back
While European and US equities have been driven by different dynamics over the last decade, things may be about to change. Europe could be one of the main actors in the global recovery, with markets and sectors across the region boosted by the European Recovery Fund. European equities also offer access to competitive dividend yields, several new technology trends, and global leadership on the path towards net-zero carbon emissions.
China: Unlocking long term Potential
2021 marks the 100th anniversary of J.P. Morgan’s presence in China and we have built vast local resources over the past century. We believe we are uniquely positioned to unlock China’s potential for our investors. Howard Wang and Rebecca Jiang, Co-Portfolio Managers for Chinese equities strategies, will share their views on the Chinese economy and market, as well as the many opportunities open to investors. They will be joined by a Consumer and Technology Sector Analyst who will discuss the opportunities in China and deep dive into their respective sectors.
Sustainable Investing around the World
As demand continues to increase rapidly for sustainable investing solutions, join our senior equity investors as they take a detailed look at the latest developments in sustainable investing across the asset class, focusing on Europe, emerging markets and Japan. You’ll have the opportunity to hear about our environmental, social and governance (ESG) journey, take a closer look at our stewardship framework, and learn how we’ve been able to fully integrate ESG factors into our equity investment processes.
China Fixed Income
China as an investment destination is attracting a massive amount of interest – probably more than ever in the context of continued economic growth even in light of the current pandemic. In the near term, China is expected to continue leading the global recovery, supported by fewer supply disruptions and strong consumer confidence. Stay ahead of this important investing opportunity.
Short squeeze activity and heightened market volatility: How to invest during recent market events?
The recent volatility in the US market driven by short squeezes and concerted flows into selected securities raises many questions over hedge funds, financial market regulation and the impact on risk and portfolio management. Join Rick Singh, Senior Portfolio Manager as he discusses the fallout from these unprecedented market event.
Climate Change and Sustainable Investing Opportunities
With political changes in the US, a further acceleration in climate policy action is expected. As we move towards a low carbon world, investors will need – at a minimum – to manage the inherent climate-related risks lurking in their portfolios.
Innovation in sustainable investing
Stay ahead of the game by joining us for a look at the latest developments in sustainable investing, featuring senior investment professionals from across our Global Alternatives and Quantitative Beta Solutions businesses—as well as guest speaker Martin Skancke, Chair of the Principles for Responsible Investment (PRI).
China and Asia Pacific: Digging deep into structural growth, technology and sustainable investing
Join senior members of our China and Asia Pacific equities team as they discuss the latest structural trends driving regional growth, and debate the evolution of environmental, social and governance factors in emerging markets and Japan—including a look at how the pandemic has shone a light on social factors, and how corporate engagement can foster positive change.
2021 Long-Term Capital Market Assumptions
Join John Bilton, Thushka Maharaj and Jennifer Wu as they show how our long-term capital market assumptions can help inform your own strategic asset allocation decisions. They also explore the key themes from this year’s research, including the economics of climate change, dealing with the sovereign debt burden, and the mainstreaming of alternatives.