A range of information on educational research, portfolio manager insights, timely trends, and asset allocation applications.
Despite a volatile Q2, most factors maintained their strong performance from the previous quarter. Equity value remained the best-performing factor while macro factors were mixed. We maintain a positive outlook on equity factors, supported by wide spreads.
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
Discover the outlook and outcomes for Emerging Market Equities. See the key points and more with J.P. Morgan.
Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.
Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.
The outlook for profit growth in 2022 remains pretty robust. High valuations for the most popular stocks are a challenge, but many markets, industries and themes are much less expensive. In Chinese equity markets, there’s gloom but not doom.
Climate change is currently making snow scarcer in regions where snow sports have traditionally thrived.
Given the uncertain near-term outlook, we believe it is prudent to focus on strategies that do well in volatility and are ready to take advantage of market dislocations.
Investors have a role in helping to slow, stabilize, potentially reverse—or adapt to some inevitable—climate change
Over the last few months markets have priced significant additional policy tightening from global central banks in response to a widespread acceleration in inflation. This phenomenon has been global in nature, catalysed by changes in outlook and policy from smaller central banks but also affecting the largest markets.
The 26th annual edition explores how the legacy of the pandemic – limited economic scarring but enduring policy choices – will affect the next cycle. Despite low return expectations in public markets, we think investors can find ample risk premia to harvest if they are prepared to look beyond traditional asset classes.
Sarah Kapnick, Ph.D., our Senior Climate Scientist and Sustainability Strategist, explains why interest in carbon markets and emissions trading systems is surging—to both help halt climate change, and for investors, to potentially achieve long-term returns.
Understanding the opportunity in Chinese equities
Shrinking and rapidly-aging population. Low economic growth. Muted inflation. These are some of the misconceptions around real estate investment in Japan. Given such branding, investing in Japan multi-family residential assets may seem paradoxical. However, when we look beyond the headlines we see the valuable investment opportunities in the sector.
This paper, written by Ramon Maronilla, highlights the market view from the Global Fixed Income, Currency & Commodities Team regarding the recent Federal Reserve’s announcement.
After a challenging 2018, fixed income investors caught a break in 2019 with the U.S. Barclays Aggregate returning 8.7%, its best year since 2002.
Asset class views
We present a 12- to 18-month outlook for alternative assets and explore the most promising investment ideas from the CEOs, CIOs and strategists of our USD 150 billion alternatives platform. We explain why alternatives are no longer optional—but essential.
Fundamentals of emerging markets remain strong, while risks to the asset class are primarily external, not internal, and trade skirmishes amid a rebalancing and slowing Chinese economy.
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