How variety could be the spice of long-term investing
Investors could rarely achieve their investment goals by focusing on just one asset. Find out why.
|
|
Q1. The once-in-a-century health crisis is gradually under control in China. Some new economy stocks thrive under this backdrop. Is this sustainable?
Q2. In terms of China’s policy support for tackling the health crisis, what are your views on this?
Q3. After the recent rally in the A-Share market, there are renewed concerns of a 2015-style quick expansion-burst cycle. What are your views?
Q4. How is your Strategy positioned for opportunities3,4?
Q5. What is your outlook on navigating current geopolitical uncertainties, such as the US-China relationship?
Conclusion
Amid challenging market conditions, strong and well‐managed companies would be in a better position to navigate the challenges and gain market share. We believe the strong will become even stronger. Backed by robust research and an experienced investment team, we continue to focus on growth to capture potential upside opportunities and quality to help mitigate some downside risks6.
This represents investment team’s views as of 28 July 2020 based on current market conditions, subject to change from time to time. Provided for information only, not to be construed as investment or research recommendation.
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.
2. Past performance is not a reliable indicator of current and future results.
3. Dividends are not guaranteed. The manager seeks to achieve its stated objectives there is no guarantee they will be met.
4. Holdings, exposures and allocations for actively managed portfolios are subject to change from time to time. These represents the investment team’s views under current market conditions, subject to change from time to time. Provided for information only, not to be construed as investment advice. Diversification does not guarantee investment return and does not eliminate the risk of loss.
5. There can be no assurance that the professionals currently employed by J.P. Morgan Asset Management (JPMAM) will continue to be employed by JPMAM or that the past performance or success of any such professional serves as an indicator of such professional's future performance or success.
6. Risk management does not imply elimination of risks.
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.