The paper discusses the pportunities and risks that institutions should consider when investing in China���s A-Share and private equity markets.
J.P. Morgan Asset Management offers a long history of managing private equity investments.
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
Where can investors find sustainable sources of return?
J.P. Morgan 2019 LTCMA Equity Market Assumptions
Emerging market equity: If you wait for certainty, you miss opportunity
Emerging Market Equity Views : Favorable global cycle and USD outlooks create a positive environment
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding
Modestly but steadily lower returns