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DRIVE GROWTH FROM GAME-CHANGING TRENDS

Which is why we provide robust research and long-term solutions to help you charge up the growth momentum in changing markets.

J.P. Morgan Asset Management

Outlook 2021: portfolio positioning with ‘G.P.S.’

Uneven recoveries in 2021 would imply the need for more active management.

Read more

J.P. Morgan Asset Management

Year ahead 2021: seeking clarity amid macro uncertainty

As market volatility could persist in 2021, how can investors cut through the fog of uncertainty?

Read more

J.P. Morgan Asset Management

Outlook 2021: investment themes in a ‘new normal’

How a ‘new normal’ could shape investing in equities, fixed income and multi-asset solutions.

Read more

J.P. Morgan Asset Management

WHAT DRIVES GROWTH?

Long-term structural trends Asia as the world’s growth engine Discover global leaders in Asia
Long-term structural trends

Uncertain times are accelerating structural trends in economies. Whether it’s consumer, corporate or government, the trend for spending on technology and healthcare has accelerated.

 

The pandemic has accelerated demand and magnified structural trends

Source: J.P. Morgan Asset Management. Data as of 31.05.2020. For illustrative purposes only.
The opinions and views expressed here are those held by the investment team at the date of publication which are subject to change and are not to be taken as or construed as investment advice. 

Asia as the world’s growth engine

Asia’s rapidly rising middle class is a powerful engine for growth. A billion people joined the global middle class over the past 10 years. The next billion will arrive by 2023, of which 90% will be in Asia Pacific.

 

The middle class is growing around the world

Source: Brookings Institute, HSBC estimate as of 2018.
First row numbers = estimated increment by 2023.
Second row numbers = estimated middle class population in 2023.
Provided for information only to illustrate structural trend. Estimates and forecasts are indicative, may or may not come to pass.

Discover global leaders in Asia

In the past decade, Asia’s leading companies have outpaced their developed market peers. We believe the future will continue to ride the wave of success.

 

More opportunities in the next decade


Source: Bloomberg, J.P. Morgan Asset Management, data as of 31.12.2019.
# Since September 2014. * Since October 2010.
The companies as described above are shown for illustrative purposes only. Their inclusion should not be interpreted as a recommendation to buy or sell. J.P. Morgan Asset Management may or may not hold positions on behalf of its clients in any or all of the aforementioned securities. Past performance is not indicative of current or future results. Provided for information only to illustrate general market trends.

WHERE WE FIND GROWTH OPPORTUNITIES?

J.P. Morgan Asset Management

Asia growth

  • JPMorgan Asia Growth Fund
J.P. Morgan Asset Management

China growth

  • JPMorgan China A-Share Opportunities Fund
  • JPMorgan China Pioneer A-Share Fund
  • JPMorgan Funds - Greater China Fund
  • JPMorgan Funds - China Fund
J.P. Morgan Asset Management

Structural growth

  • JPMorgan Funds - US Technology Fund
  • JPMorgan Pacific Technology Fund

ACTIONABLE IDEAS FOR GROWTH

What’s trending in China’s equity markets?

As the year begins, consider a 2021 list of China A-share ideas as you devise a plan for your investment portfolio?

Read More

Outlook 2021: portfolio positioning with ‘G.P.S.’

Uneven recoveries in 2021 would imply the need for more active management.

Read More

Year ahead 2021: seeking clarity amid macro uncertainty

As market volatility could persist in 2021, how can investors cut through the fog of uncertainty?

Read More

Outlook 2021: investment themes in a ‘new normal’

How a ‘new normal’ could shape investing in equities, fixed income and multi-asset solutions.

Read More

Keeping a longer investment horizon as events unfold in China and the US

What are the investment implications of China’s new economic blueprint and the US elections?

Read More

Finding growth: there’s still more to know about Asia

We share our views on how the public health crisis has accelerated some structural growth trends in Asia.

Read More

Finding growth: how a consumer’s routine can spark investing ideas

We share our perspectives on potential opportunities arising from evolving consumer behaviours.

Read More

Finding growth: it’s a digital revolution

We share our perspectives on riding the wave for future growth in tech investing.

Read More

What’s ahead for investing as Election Day approaches

With less than a month to go before the US elections, we look at the investment implications for 5 major economic sectors.

Read More

Recovering economy, reinforcing Chinese equity opportunities

Looking at China’s economic recovery and the beneficiaries in the long term.

Read More

Why some investors are still investing in equities

Understand stock valuations for clues to potential opportunities in a market rally.

Read More

Is the Fed’s new framework a boon for Asia?

With the Fed’s new policy framework, where do we see opportunities in Asia?

Read More

What a weak US dollar could mean for a portfolio

Seeking investment opportunities as the US dollar weakens.

Read More

Seeking quality growth potential in China A-Shares

Our portfolio manager shares her views on potential quality growth and A-Shares as China enters a new normal.

Read More

Growth in focus: finding the ace among A-Shares

Amid China’s long-term structural growth trends, which are the sectors that could stand out in the A-Share market?

Read More

Unlocking long-term growth potential in Asia

Structural growth trends in Asia remain intact amid the pandemic and some have actually been accelerated.

Read More

Riding through the highs and lows with global dividend opportunities

Striving to optimise potential equity income opportunities as markets recover.

Read More

Emerging trends set in motion for US technology

US technology sector looks set to benefit from emerging trends driven by the pandemic.

Read More

China Q&A: finding quality A-shares in volatile markets

China’s long-term structural trends such as consumption upgrades, domestic technology and healthcare innovation are expected to remain intact amid the pandemic.

Read More

Focus Q&A: how tech stocks in APAC are faring

The limited impact of COVID-19 on APAC’s technology industry chain in the medium to long term.

Read More

China’s fundamentals signal resilience despite health crisis

China’s economic fundamentals remain resilient as the country races to contain an evolving health crisis.

Read More

Returns, income or yields are not guaranteed. Value of investments or income accruing from them may rise or fall.
Diversification does not guarantee investment return and does not eliminate the risk of loss.
This information is generic, not tailored to any specific individual circumstances and should not be construed as investment advice. Risk management does not imply elimination of risks. Investments involve risks and are not similar or comparable to deposits, not all investments are suitable for all investors. Please seek financial advice and make independent evaluation before investing.

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For more information, please call or email us. You can also contact your J.P. Morgan representative.

(852) 2978 7788

agents.info@jpmorgan.com

J.P. Morgan Asset Management

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