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Please read the following legal and regulatory information, which applies to our company status, use of this website and information about investment in our products referred to in this website (the "Site").
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Advisers are professional investors who are authorised by relevant regulators to provide their clients with investment and/or pension advice.
Asset or Wealth Managers are financial planners, investment portfolio managers and other professional investors.
The 'Institutional' site is for pension schemes, consultants or other professional investors.
The 'Global Liquidity' site is for professional investors who are looking for liquidity investment opportunities.
Personal investors (also known as 'retail clients') are client organisations or individuals who cannot meet both (i) one or more of the professional client criteria laid down in Annex II to the Markets in Financial Instruments Directive (Directive 2004/39/EC), and (ii) one or more of the qualified investor criteria set out in Article 2 of the Prospectus Directive (Directive 2003/71/EC).
The personal investor category gives investors the greatest level of protection under the regulations and ensures investors get full information about any products they invest in.
If you are a retail investor but would like to be categorised as a professional investor, you should know that this is allowed but it would mean:
If you are a professional investor (also known as a 'professional client') but would like to be categorised as a personal investor, this is allowed but it doesn't necessarily mean you can refer any complaints to the Financial Ombudsman Service and you may not be eligible for compensation under the Financial Services Compensation Scheme.
The definition of a professional client comes from the MiFID directive which provides definitions for professional and retail clients as well as eligible counterparties.
MiFID adopts two main categories of client: retail and professional. There is a separate and distinct third category for a limited range of business: eligible counterparty (ECP) has the lowest level of protection under MiFID.
Professional clients are those who may be deemed to possess the experience, knowledge and expertise to make their own investment decisions and properly assess the risks associated thereto. The list below taken from the official Journal of the European Union (L 145/44 EN Official Journal of the European Union 30.4.2004) should be understood as including all authorised entities carrying out the characteristic activities of the entities mentioned: entities authorised by a Member State under a Directive, entities authorized or regulated by a Member State without reference to a Directive, and entities authorised or regulated by a non-Member State:
Please note that the above summary is provided for information purposes only. If you are uncertain as to whether you can be classified both as a professional client under the Markets in Financial Instruments Directive and classed as a qualified investor under the Prospectus Directive then you should seek independent advice.
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The countries our funds are authorized for sale will depend upon your country of domicile for tax purposes. To the extent you have questions about your status, you should consult your financial or other professional advisor.
We are committed to combating financial crime and the prevention of money laundering. Accordingly we may need to verify your identity and carry out appropriate security checks.
We believe that the information contained on this Site is accurate as at the date of publication. We cannot guarantee the accuracy, suitability or completeness of any such information or the availability of the Site. We accept no liability for any data transmission errors such as data loss or damage or alteration of any kind. Accordingly JPMorgan Asset Management (UK) Limited excludes any liability for any loss and/or damage (direct or consequential) arising from the use of any part of this Site.
All copyright, patent, intellectual and other property in the information contained in this Site is held by JPMorgan Asset Management (UK) Limited, unless otherwise indicated. No rights of any kind are licensed or assigned or shall otherwise pass to persons accessing this information. You may download or print copies of the reports or information contained within this Site for your own private non-commercial use only, provided that you do not change any copyright, trade mark or other proprietary notices; all other copying, reproducing, transmitting, distributing or displaying of material on this Site (by any means and in whole or in part) is prohibited.
* US Person includes, but is not limited to, a person (including a partnership, corporation, limited liability company or similar entity) that is a citizen or a resident of the United States or is organised or incorporated under the laws of the United States. Certain restrictions also apply to any subsequent transfer of Shares in the United States or to US Persons. Should a Shareholder become a US Person and such US Person is not compulsory redeemed, such US Person may be subject to US withholding taxes and tax reporting.
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Investment Outlook 2025
Pushing the Boundaries
Our Investment Outlook covers all the big issues facing investors, from US economic policy and AI investing, to portfolio diversification, Chinese stimulus and European equity valuations.
Read our latest equity market outlook to learn why the US stock market has had a volatile start to 2025, and to find out what the rest of the year may have in store for equity investors.
A forced and rapid energy transition is under way. Discover what impact this will have on commodity markets and clean energy investment opportunities.
Is cash really king? Explore why holding cash may underperform other asset classes and how smarter investment strategies can thrive in a volatile market.
Discover the risks of passive investing in today’s shifting economic and political tides, and how they influence portfolio returns.
Find out how US tariffs may impact markets and learn strategies for investing during rising trade tensions. Explore inflation risks, market dynamics and the potential investment implications
Explore the UK equity market's potential for recovery. Learn how shifts in corporate behaviour, supportive policies and an economic upswing can help drive demand for UK stocks.
This paper addresses the impact of Beijing’s coordinated policies on the recent Chinese equity market rally, and the long-term investment implications.
Explore the fiscal challenges and tough choices facing the UK's new chancellor, Rachel Reeves, as she prepares her first budget.
Understand why the US labour market is cooling and what it means for the economy.
Japanese equities are in the spotlight, but investors should be mindful of the risks as well as the opportunities
We explore the potential economic and market scenarios stemming from escalating tensions in the Middle East.
Understand the drivers of small cap valuations and find out why small cap stocks could still offer attractive opportunities for long-term investors.
Read about the complex issues at the heart of measuring the financial impact of ESG investing.
ETF Perspectives
Explore insights from J.P. Morgan Asset Management’s ETF research. In addition discover data and commentary on current topics related to ETF classes and strategies.
Sustainable Investing Insights
We believe that ESG considerations can play a critical role in a long-term investment strategy.
24/7 access to market views, allocation insights, portfolio analytics, presentation tools and more
The value of investments may go down as well as up and investors may not get back the full amount invested.
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