logo
  • Funds

    Fund Explorer

    • SICAVs
    • Exchange-Traded Funds
    • Liquidity Funds

    Fund Information

    • Regulatory Documents
    • Regulatory Updates
  • Investment Strategies

    Investment Options

    • Alternatives
    • Beta Strategies
    • Equities
    • Fixed Income
    • Global Liquidity
    • Multi-Asset Solutions

    Capabilities & Solutions

    • ETFs
    • Pension Strategy & Analytics
    • Global Insurance Solutions
    • Outsourced CIO
    • Sustainable Investing
    • Investing in China
  • Insights

    Market Insights

    • Market Insights Overview
    • Eye on the Market
    • Guide to the Markets
    • Guide to Alternatives
    • Market Updates
    • ESG Explained

    Portfolio Insights

    • Portfolio Insights Overview
    • Alternatives
    • Asset Class Views
    • Currency
    • Equity
    • ETF Perspectives
    • Fixed Income
    • Long-Term Capital Market Assumptions
    • Sustainable Investing Insights
  • Resources
    • Center for Investment Excellence Podcasts
    • Library
    • Webcasts
  • About us
  • Contact Us
Skip to main content
  • English
  • Role
  • Country
  • Client Reporting
Search
Menu
CLOSE
Search
You are about to leave the site Close
J.P. Morgan Asset Management’s website and/or mobile terms, privacy and security policies don't apply to the site or app you're about to visit. Please review its terms, privacy and security policies to see how they apply to you. J.P. Morgan Asset Management isn’t responsible for (and doesn't provide) any products, services or content at this third-party site or app, except for products and services that explicitly carry the J.P. Morgan Asset Management name.
CONTINUE Go Back
  1. Home
  2. Insights
  3. Portfolio Insights

  4. Equity Insights

  • Share
  • LinkedIn Twitter Facebook
  • Email
  • Print
  • Actions
  • LinkedIn Twitter Facebook
    Email Print

Equity Insights

We highlight themes and implications from our equity team to help guide your portfolio decisions.

Portfolio Manager Insights

PM Corner: In conversation with Rebecca Jiang

China Fund Portfolio Manager Rebecca Jiang discusses navigating the COVID pandemic as an investor, some of the challenges in China and her most influential early-career lessons.

Read now

Why now is the time for value stocks

15-01-2021

In a wide-ranging conversation, Mid Cap Value and Value Advantage portfolio manager Jonathan Simon discusses the prospects for value equities, identifies investment opportunities and examines the value vs. growth debate in asset allocation.

Share: Open video in new window

 

Let's dig a little bit deeper. One of the sayings that we hear in a bull market is, "A rising tide lifts all boats." What observations would you share on, a rising tide lifts all boats?

MORE EQUITY INSIGHTS

Global Equity Views 3Q21

Corporate profits have surged. High valuations temper our enthusiasm, but a wide gap between cheap and expensive stocks suggests plenty of opportunity for stock selection. U.S. small caps look set for further outperformance.

Read now
Equities
J.P. Morgan Asset Management
  • About us
  • Investment stewardship
  • Privacy policy
  • Cookie policy
  • Binding corporate rules
  • Sitemap
Opens LinkedIn site in new window
J.P. Morgan
  • J.P. Morgan
  • JPMorgan Chase
  • Chase

READ IMPORTANT LEGAL INFORMATION. CLICK HERE >

The value of investments may go down as well as up and investors may not get back the full amount invested.

Copyright 2021 JPMorgan Chase & Co. All rights reserved.