Make your equity exposure count
Give your equities exposure an active boost, with equity strategies powered by experienced portfolio managers, established investment processes, and the unique insights of a global team of equity research analysts
Take the long view on global equity markets
When it comes to global equity investing, don’t chase short-term performance. Capitalise on today’s attractive opportunities across markets with a global equity team that’s focused on quality stocks and long-term returns, supported by the full resources of one of the world’s largest asset managers.
Process
Focus on long-term quality
Each one of our global equity strategies is built on in-depth fundamental research, and an investment process that’s been constantly developed for over four decades. While some investors chase short-term gains, we look for quality franchises that can perform over the full market cycle.
Research
Benefit from deep market knowledge
Our team of more than 80 dedicated global equity analysts covers over 2,500 companies around the world, backed by a $190 million annual research budget and a disciplined investment framework that emphasises long-term value over short-term fads.
Expertise
Returns driven by active stock selection
Our experienced global equity portfolio managers use sophisticated portfolio construction and risk management tools to ensure our portfolios benefit fully from the return opportunities identified by our extensive bottom-up company research.
We have a powerful 30+ year research process signal
Our time-tested quintile process, in place for over three decades, ranks approximately 2,500 stocks by expected return within each global sector. Over the long term, companies we deem more attractively valued (quintiles 1 and 2) have outperformed, while less attractively valued stocks (quintiles 4 and 5) have underperformed.
Source: J.P. Morgan Asset Management, DataStream. Each sector is index-weighted with quintiles rebalanced monthly. Quintile performance results have certain inherent limitations. Unlike actual performance, quintile results do not take into account actual trading, fees or transaction costs. No representation is made that any portfolio is likely to achieve profits or losses similar to those shown. Excess performance (relative to average of the coverage universe) has been standardized to sum to zero and expressed in USD. Excess performance (relative to average of the coverage universe) has been standardised to sum to zero and expressed in USD. Past performance is not a reliable indicator of current and future results.
J.P. Morgan global equity funds provide active portfolio building blocks for investors of all risk appetites.
Global equity fund insights
Stay informed with all the latest market and portfolio insights from J.P. Morgan Asset Management’s global equity experts.
For Professional Clients / Qualified Investors only – not for Retail use or distribution.
This is a marketing communication. The views contained herein are not to be taken as advice or a recommendation to buy or sell any investment or interest thereto. Reliance upon information in this material is at the sole discretion of the reader. Any research in this document has been obtained and may have been acted upon by J.P. Morgan Asset Management for its own purpose. The results of such research are being made available as additional information and do not necessarily reflect the views of J.P. Morgan Asset Management. Any forecasts, figures, opinions, statements of financial market trends or investment techniques and strategies expressed are, unless otherwise stated, J.P. Morgan Asset Management’s own at the date of this document. They are considered to be reliable at the time of writing, may not necessarily be all inclusive and are not guaranteed as to accuracy. They may be subject to change without reference or notification to you. The value of investments and the income from them may fluctuate in accordance with market conditions and investors may not get back the full amount invested. Past performance and yield are not a reliable indicator of current and future results. There is no guarantee that any forecast made will come to pass. J.P. Morgan Asset Management is the brand name for the asset management business of JPMorgan Chase & Co. and its affiliates worldwide. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with our EMEA Privacy Policy www.jpmorgan.com/emea-privacy-policy. This communication is issued in Europe (excluding UK) by JPMorgan Asset Management (Europe) S.à r.l., 6 route de Trèves, L-2633 Senningerberg, Grand Duchy of Luxembourg, R.C.S. Luxembourg B27900, corporate capital EUR 10.000.000. This communication is issued in the UK by JPMorgan Asset Management (UK) Limited, which is authorised and regulated by the Financial Conduct Authority. Registered in England No. 01161446. Registered address: 25 Bank Street, Canary Wharf, London E14 5JP.
Past performance is not a reliable indicator of current and future results.
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