Portfolio Pulse: Future Transition Multi-Asset Fund
Eyes on the future with an innovative asset allocation strategy
Sep 2021 (2-minute read)
Now that you’ve set some of your investment goals, you may wonder what are the next steps before you embark on your long-term investing journey. Read more
Mapping out the investment options to achieve your goals could be likened to choosing the mode of transport as you travel. You can choose the optimal portfolio mix based on your investment objectives and time horizon, just like you would decide whether to take a bus or a train to reach your destination.
In this article, we share the remaining three frequently asked questions which could help you align an investing plan with your investment objectives and risk appetite. This could help you stay invested based on your needs even as market conditions change1.
1. What are the factors to consider when investing?
2. Source: Bloomberg Finance L.P., FactSet, MSCI, J.P. Morgan Asset Management. Global equities represented by MSCI AC World Index; global bonds represented by Bloomberg Barclays Aggregate Global Bond Index; 50/50 equity & bond mix represented by a 50% equity (MSCI AC World Index) and 50% bond (Bloomberg Barclays Aggregate Global Bond Index) portfolio. Diversification does not guarantee investment returns and does not eliminate the risk of loss. 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. Data reflect most recently available as of 30.06.2021.
2. If I can’t follow the markets closely, what should I do?
3. How can I monitor my investment portfolio flexibly and efficiently?
Conclusion
When you have a busy work schedule, based on your investment objectives and risk appetite, you can consider developing a habit of investing a fixed amount at regular intervals, regardless of the asset’s price. Make the most of an online fund investment platform to help you better manage the impact of market volatility, while generating optimal potential returns to grow your wealth.
This content represents our investment team’s current view and overall strategy provided for information only based on current market conditions not taking into consideration any specific investor’s investment objective and risk appetite. Not to be construed as investment recommendation or advice.
Diversification does not guarantee investment return and does not eliminate the risk of loss.
1. For illustrative purposes only based on current market conditions, subject to change from time to time. Not all investments are suitable for all investors. Exact allocation of portfolio depends on each individual’s circumstance and market conditions.
3. Source: J.P. Morgan’s eTrading platform, as of August 2021.
Investment involves risk. Not all investments are suitable for all investors. Past performance is not a reliable indicator of current or 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
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.
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.