Portfolio Pulse: Future Transition Multi-Asset Fund
Eyes on the future with an innovative asset allocation strategy
Eyes on the future: autonomous vehicles
June 2022 (1-minute read)
#AutonomousVehicles #FutureTrend
The development of autonomous vehicles
We are seeing more and more electric cars on the roads, and we believe that self-driving vehicles are likely to become the next big focus. Although autonomous driving is not yet fully available, cars with advanced driver-assistance systems (ADAS) are already in the market. We believe vehicles that incorporate advanced self-driving technology will likely be a key consideration when consumers buy a car.
What are the key technologies behind autonomous vehicles?
Autonomous vehicles generally rely on cameras, sensors, radars, Global Positioning System (GPS), artificial intelligence (AI) and other advanced technologies to operate.
Front ADAS cameras
Smart rear-view mirror with GPS navigation system
Driver monitoring system and vehicle in-cabin monitoring
360° surround-view system with parking guidance
Capturing the potential opportunities in autonomous vehicles
Optimising future world In a world that is transitioning towards a sustainable future, some multi-asset thematic strategies can help investors optimise long-term opportunities by focusing on the following themes1:
Eyes on the future with an innovative asset allocation strategy
Capturing dividend opportunities across Asia
With yields hovering close to decade highs across many fixed income sectors, investors are presented with a “menu of options”. Still, selectivity matters as recession risks loom.
A pulse check on our Asian bond portfolio
After a difficult year for bonds, we explain why fixed income could once again prove to be a useful diversifier for portfolios.
As the Fed’s rate hike cycle concludes, bonds can present an important source of income and diversification for portfolios.
We share our views on Asian bonds and how we position in 2H 2023.
We explain why investors should pay greater attention to quality bonds.
We share insights on the Japanese equity strategy while riding on cyclical and structural tailwinds.
ASEAN, China and the broader Asia ex-Japan region present ample opportunities for long-term growth.
Here is a chart indicating IG bond opportunities as US Treasury yields stay elevated.
A quick look at how the Fund is positioned as recession risks loom and financial conditions tighten.
A quick take on our strategy in investing Asian income assets amid global economic slowdown and China’s reopening.
We highlight the impact of China’s reopening on Asia equities and the key secular trends driving long-term growth in the region.
Flexibility is at the heart of our approach to fixed income markets.
Income investing can help tap investment opportunities while managing volatility through cash flows from a diversified portfolio of income generating assets.
We share the key themes driving equities as China reopens.
We share the key themes that are driving equity investment opportunities in ASEAN.
Rising government bond yields have presented more room to manage the impact of rate hikes. How big is this leeway?
We share our views on the fixed income opportunities in the current tough times.
Income investing remains relevant in the current market environment, as volatility is poised to remain elevated.
We believe that quality and yield opportunities can still be found in bonds.
We share a 2H 2022 market outlook on the key themes in China equity investing.
We discuss five megatrends related to climate change and the investment implications.
How technology is advancing the process of diagnosis – listening, observing, enquiring and examining – while presenting market opportunities.
Learn about how sustainable infrastructure helps drive the development of metaverse and electric vehicles.
Digital education helps enhance the learning experience, driving new growth opportunities.
We discuss how urbanisation is driving opportunities in the infrastructure space.
Harnessing innovative digital and communications technologies for new economic growth opportunities.
Asia is more than a growth story. Find out why Asian dividends are back in the spotlight.
We share our perspectives on positioning for income as rates rise.
Increasing demand for healthcare services globally is presenting growth opportunities.
Going beyond the traditional fixed income sectors to tap into the potential of securitisation.
Fixed income isn’t just government or corporate bonds, it also includes non-traditional debt securities.
The securitisation market has regained much ground in the past decade.
Diversification sounds easy, but how to do it effectively?
For more information, please call or email us. You can also contact your J.P. Morgan representative.