Portfolio Pulse: Future Transition Multi-Asset Fund
Eyes on the future with an innovative asset allocation strategy
Aug 2023 (2-minute read)
Back to regular programming
Source: Bloomberg, J.P. Morgan Asset Management. Data as of 18.08.2023. Rolling six month pairwise correlations between weekly price returns of equity indices (S&P 500 and MSCI All Country World Index price indices) and bond indices (Bloomberg Global Treasury Index and Bloomberg US Treasury Index). Indices do not include fees or operating expenses and are not available for actual investment. Past performance is not a reliable indicator of current and future results. This information is provided for illustrative purposes only to demonstrate general market trends. Information shown is based upon market conditions at the time of the analysis and is subject to change. Not to be construed as an offer, research or investment recommendation.
Doing what it says on the label
Crafting portfolios with quality bonds
JPMorgan Global Bond Fund
JPMorgan Asian Total Return Bond Fund
Investment ideas on quality bonds
Provided for information only based on market conditions as of date of publication, not to be construed as offer, investment recommendation or advice. Forecasts, projections and other forward looking statements are based upon current beliefs and expectations, may or may not come to pass. They are for illustrative purposes only and serve as an indication of what may occur. Given the inherent uncertainties and risks associated with forecast, projections or other forward statements, actual events, results or performance may differ materially from those reflected or contemplated.
Diversification does not guarantee investment return and does not eliminate the risk of loss.
1. Duration is a measure of the sensitivity of the price (the value of the principal) of a fixed income investment to a change in interest rates and is expressed as number of years.
Investment involves risk. Not all investments are suitable for all investors. Past performance is not a reliable indicator of current and future results. Please refer to the offering document(s) for details, including the risk factors. Investors should consult professional advice before investing. Investments are not similar to or comparable with fixed deposits. The opinions and views expressed here are as of the date of this publication, which are subject to change and are not to be taken as or construed as investment advice. Estimates, assumptions and projections are provided for information only and may or may not come to pass. This document has not been reviewed by the SFC. Issued by JPMorgan Funds (Asia) Limited.
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
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.
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.
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.