Portfolio Insights - J.P. Morgan Asset Management
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Portfolio Insights

ASSET CLASS VIEWS FROM OUR INVESTMENT TEAMS

Global Asset Allocation Views 3Q20

With the economy exiting recession and entering an early-cycle phase, we continue to add risk to portfolios. We overweight stocks, notably U.S., Europe and emerging markets, and corporate credit; we are mildly underweight duration.
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Global Equity Views 2Q20

Investors should be braced for further near-term declines in stock markets. But the combination of highly negative sentiment and attractive valuations presents a solid longer-term buying opportunity. Essentially everything in on sale.
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Global Fixed Income Views 3Q20

After a historic quarter of global pandemic and breathtaking fiscal and monetary support, we believe GDP has bottomed. Above Trend Growth is our base case (80% probability). Our preferences include bank capital and high quality securitized credit.
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