Climate change: a sustainable investing megatrend
We discuss five megatrends related to climate change and the investment implications.
Trends shaping Asia today
The continuing evolution of Asia’s economies could offer opportunities for diversification and structural growth. Factors such as the rise of the middle class and lifestyle changes could play increasingly significant roles in Asia’s markets.
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. Provided to illustrate broad market trends, not to be construed as research or investment advice.
Diversification does not guarantee investment return and does not eliminate the risk of loss.
The digital wave
Rising demand for technological products and services, alongside the adoption of technology such as cloud computing, artificial intelligence, autonomous cars and 5G, is benefitting market leaders in Asia.
Technology in everyday life
For illustrative purposes only.
Asia’s consumption
Generally, an increase in income could drive wealthy consumers to pursue higher quality lifestyles, unleashing demand for upgrades in consumption.
Quality healthcare
Healthcare innovation associated with developments in medicine, health management data analytical tools, digital consultation tools, and the outsourcing of research and development.
Giants and champions
Although Asia’s multiple economies are in varying stages of development, the region is also home to some of the world’s leading companies in their sectors, particularly in consumer, internet and technology.
A diverse pool
Economies in the Association of Southeast Asian Nations (ASEAN) have developed a vibrant yet diverse pool of businesses. The region is well-placed for further supply chain diversification and some long-term structural positives.
ASEAN in a snapshot – middle class is estimated to double to 344 million by 2030
Source: Bloomberg, J.P. Morgan Asset Management. As of June 2020. The opinions and views expressed here are those of the investment team at the date of publication which are subject to change and are not to be taken as or construed as investment advice. Middle class population estimates from uaasean.org. GDP: gross domestic product, FDI: foreign direct investment. Estimates and forecasts are indicative, may or may not come to pass.
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We discuss five megatrends related to climate change and the investment implications.
We share our perspectives of sustainable investing in an overall portfolio.
We share our perspectives on positioning for income as rates rise.
We share our views on the bond themes and opportunities for the first quarter of 2022.
Consider diversity across regions, assets and sectors in an income portfolio.
ASEAN is gaining momentum with its mix of old & new economies.
We share our views on how increasing demand for personalised products and services presents growth opportunities.
We share our perspectives on the investment landscape for 2022 and the opportunities for income and growth.
Increasing demand for healthcare services globally is presenting growth opportunities.
Dividend stocks are back on investors’ radar as relatively attractive opportunities are emerging.
We share how we employ a flexible approach to tap into income opportunities.
Income investors like us have stayed the course as market conditions evolve. Where do we see income opportunities?
Looking at bond themes and opportunities in the final quarter of 2021.
Consider the investing potential in healthcare innovation
The investing potential of the future world – smart cities
How much do you know about income investing amid an evolving market environment?
Robotics application and machine learning are making their way into the office, presenting long-term growth opportunities.
Going beyond the traditional fixed income sectors to tap into the potential of securitisation.
Smart home technology is unlocking a culture of convenience and driving long-term growth opportunities.
The Internet of Things (IoT) is creating a new digital landscape that impacts almost everything from the way how vehicles run to how factories operate. We seek out the opportunities.
Going across the full spectrum of fixed income to navigate an inflationary environment.
We share our views on how tech-savvy consumers in China are pushing consumption to new heights.
Looking at 3Q 2021, we seek out the fixed income opportunities as inflation sets in.
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?
DRIVE INCOME WITH FLEXIBILITY Which is why we invest opportunistically across multiple sources to help you light up the income potential in changing markets.
CHARGE UP THE GROWTH MOMENTUM IN YOUR INVESTING Which is why we provide insights and solutions to help you capture long-term growth potential in changing markets
Sustainable investing is a forward-looking approach that aims to deliver long-term sustainable financial return in a fast-changing world.
Insights and products to help you cut through the noise and keep your portfolio on track.
Sustainable Investing Solutions
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JPMorgan China A-Share Opportunities Fund is the marketing name of JPMorgan Funds - China A-Share Opportunities Fund. JPMorgan Asia Growth Fund is the marketing name of JPMorgan Funds - Asia Growth Fund. JPMorgan ASEAN Equity Fund is the marketing name of JPMorgan Funds - ASEAN Equity Fund. JPMorgan Asia Pacific Income Fund is the marketing name of JPMorgan Funds - Asia Pacific Income Fund.
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