Capturing fixed income opportunities in a changing rate environment
A more dynamic and flexible approach in managing fixed income portfolios can capitalise on numerous factors that impact bond prices and move markets.
Fixed income funds driven by global insight
At J.P. Morgan Asset Management, our range of fixed income solutions spans the entire risk spectrum. Whether you are investing for income, looking to manage volatility or seeking a new source of return for portfolio diversification, our solutions provide the flexibility to help you achieve your goals.
As a leading active asset manager, we strive to deliver consistently attractive risk-adjusted returns from our fixed income portfolios, supported by a globally-integrated, research-driven investment approach.
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Benefit from the deep resources and rigorous research of a truly global fixed income manager, backed by a time-tested investment process where risk management1 is embedded at every level.
AsianInvestor Asset Management Awards 20225
Fund House of the Year Awards – Hong Kong
Refinitiv Lipper Fund Awards Hong Kong 20226
Best Fund Group – Overall
Fund Selector Asia Awards Hong Kong 20217
Global Bond – Gold
JPMorgan Funds – Global Government Bond Fund
A more dynamic and flexible approach in managing fixed income portfolios can capitalise on numerous factors that impact bond prices and move markets.
The securitisation market has regained much ground in the past decade.
Fixed income isn’t just government or corporate bonds, it also includes non-traditional debt securities.
Going beyond the traditional fixed income sectors to tap into the potential of securitisation.
With starting yields across many fixed income sectors hovering near decade highs, it could be opportune to lock in elevated yields as central banks approach the end of their rate hike cycles.
We explain why investors should pay greater attention to quality bonds.
Income investing remains relevant in the current market environment, as volatility is poised to remain elevated.
We share our views on Asian bonds and how we position in 2H 2023.
As the Fed’s rate hike cycle concludes, bonds can present an important source of income and diversification for portfolios.
After a difficult year for bonds, we explain why fixed income could once again prove to be a useful diversifier for portfolios.
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
Here is a chart indicating IG bond opportunities as US Treasury yields stay elevated.
Rising government bond yields have presented more room to manage the impact of rate hikes. How big is this leeway?
Income investing can help tap investment opportunities while managing volatility through cash flows from a diversified portfolio of income generating assets.
Flexibility is at the heart of our approach to fixed income markets.
We share our views on the fixed income opportunities in the current tough times.
We believe that quality and yield opportunities can still be found in bonds.
We share our perspectives on positioning for income as rates rise.
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
Insights on the 2024 U.S. general election, potential election outcomes, policy agendas and investment implications to help investors navigate the election cycle in portfolios.
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
Presidential elections always add an extra element of uncertainty to investing, and after a halcyon 2023 in equity markets, could come as a shock to investors. On top of assessing the path of the Federal Reserve, the stability of profits and the consumer, and navigating economic resilience vs. recession, investors will have to grapple with the barrage of headlines about the 2024 election.
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
This paper summarizes the key highlights from the latest Federal Open Market Committee meeting. (3-min read)
Provided for information only based on market conditions as of date of publication, not to be construed as 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. Yields are not guaranteed. Positive yield does not imply positive return. 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.
* In actively managed assets deemed by J.P. Morgan Asset Management to be ESG integrated under our governance process, we systematically assess financially material ESG factors amongst other factors in our investment decisions with the goals of managing risk and improving long-term returns. ESG integration does not change a strategy’s investment objective, exclude specific types of companies or constrain a strategy’s investable universe.
1. The portfolio risk management process includes an effort to monitor and manage risk, but does not imply low risk.
2. Source: J.P. Morgan Asset Management. As of 30.09.2022. Includes portfolio managers, research analysts, traders and investment specialists with VP title and above.
3. Source: J.P. Morgan Asset Management. As of 30.09.2022.
4. Source: J. P. Morgan Asset Management. Data as of 30.09.2022. AUM figures are representative of assets managed by the Global Fixed Income, Currency & Commodities group and include AUM managed on behalf of other J.P. Morgan Asset Management investment teams.
5. Issued by AsianInvestor, 2022 award, reflecting performance as at the previous calendar year end.
6. Issued by Refinitiv Lipper, 2022 award, reflecting performance as of 31.12.2021. Refinitiv Lipper Fund Awards, ⓒ 2022 Refinitiv. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this content without express written permission is prohibited.
7. The Fund Selector Asia Awards Hong Kong are issued by Fund Selector Asia in the year specified, based on volatility and consistency of performance as well as fund selector choices for the three-year period ending 30 June of the previous calendar year.
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. The Fund is not authorised as an ESG fund by the Securities and Futures Commission, nor is it being marketed as an ESG fund.