logo
  • Funds

    Fund Listing

    • Fund Explorer
    • Fund Managers
    • Fund Documents
    • How to Invest

    Featured Funds

    • JPMorgan Global Income Fund
    • JPMorgan Income Fund
    • JPMorgan Asia-focused Solutions
    • JPMorgan ASEAN Equity Fund
    • JPMorgan Global Equity Solutions
  • Insights

    Market Insights

    • Market Insights Overview
    • Guide to the Markets
    • Weekly Market Recap
    • On the Minds of Investors
    • Guide to China
    • Multimedia

    Portfolio Insights

    • Portfolio Insights Overview
    • Global Asset Allocation Views
    • Global Fixed Income Views
  • Investment Ideas
    • Managing Volatility
    • Growth Strategy
    • Income Strategy
    • Sustainable Investing
  • Resources
    • Announcements
    • Forms & Literature
    • About Mutual Funds
    • Investment Glossary
    • Insights App
  • About Us
  • Contact Us
Skip to main content
  • Role
  • Country
  • Search
    Search
    Menu

    INVESTING IN A NEW DISRUPTIVE ERA

    J.P. Morgan Asset Management’s global equity solutions and high-conviction insights help investors stay ahead of new disruptive trends to capture long-term opportunities.

    Accessing global equity opportunities

     

    LONG-TERM STRUCTURAL TRENDS ARE DRIVING THE GLOBAL LANDSCAPE

    We constantly encounter disruption in our everyday lives. Disruption transforms the way we live and provides us with more choices, comfort and convenience.

    Be it online shopping, ordering our favorite food or listening to the best-loved music, we experience the power of disruption all around us which continuously giving rise to new markets, challenging established leaders.


    Transforming our
    everyday life

     TREND 1:
    DIGITAL REVOLUTION 


    Selections based on choice, comfort and convenience

     TREND 2:
    CONSCIOUS CONSUMPTION 


    Revolutionalising
    patient care

     TREND 3:
    HEALTHCARE INNOVATION 


    Seeking sustainability

     TREND 4:
    GOING GREEN 


    Striving for equality

     TREND 5:
    INCLUSION 

    Provided to illustrate macro trends, not intended to be construed as research or investment advice. 

    TREND 1: DIGITAL REVOLUTION TREND 2: CONSCIOUS CONSUMPTION TREND 3: HEALTHCARE INNOVATION TREND 4: GOING GREEN TREND 5: INCLUSION
    TREND 1: DIGITAL REVOLUTION



    Today, a cloud is no longer just what you see in the clear blue sky…
    it’s also the heart of the digital transformation we experience in our everyday life.

     

    DIGITAL REVOLUTION IS TRANSFORMING OUR EVERYDAY LIFE

    AUTOMATION


    Fully automated vehicles1 are still in the distant future.
    The algorithms and software required to provide automotive grade safety in all driving conditions is still being developed, while cybersecurity is one of the consideration factors.

    Still, continuing advancements of automotive driving technology are making good progress in improving the safety of semi-autonomous vehicles, which are attracting a wider consumer base.

    Sensor technologies or advanced driver assistance systems enable the digitalisation of information for navigation and communication, and allow the automation of certain functions. For example, adaptive cruise control, parking assist and fatigue recognition are becoming more common features in motor vehicles.

    1. Fully automated vehicles are vehicles that can perform all driving functions in all road conditions for an entire trip with no human intervention required.

    MORE INVESTMENT IDEAS

    MORE INVESTMENT IDEAS

    Everyday life disrupted: opportunities in a smart home hub

    Smart home technology is unlocking a culture of convenience and driving long-term growth opportunities.

    Read more

    Internet of Things in a new decade: where and what’s next

    The Internet of Things (IoT) is creating a new digital landscape that impacts almost everything from how vehicles run to how factories operate. We seek out the opportunities.

    Read more
    TREND 2: CONSCIOUS CONSUMPTION



    Today, consumers are going beyond the basics….
    they also want more choices, comfort and convenience.


    CONSCIOUS CONSUMPTION IS SELECTIONS BASED ON CHOICE, COMFORT AND CONVENIENCE

    PET HUMANISATION


    Increasingly, pet owners are treating their pets as part of the family. And the emergence of pets as ‘family’ rather than just companion animals is driving consumer spending on pet care. Additionally, mobility restrictions have presented opportunities for pet ownership.

    The global market for pet accessories is projected to reach US$42.3 billion by 2026 from 2020’s US$29.4 billion2.

    Housing and bedding products designed for pets are also gaining popularity in the developed economies of North America and Europe. Companies are thus targeting these regions, emphasising on product innovations to provide assistance to pet owners in adopting a convenient lifestyle. And there are a variety of goods and services, from grain-free meat to ‘social petworking’.

    2. Source: “Pet Accessories – Global Market trajectory & Analytics”, Research and Markets, April 2021. Forecasts and estimates may or may not come to pass.

    TREND 3: HEALTHCARE INNOVATION



    Today, healthcare is not limited to just the human touch….
    the latest innovation is set to revolutionalise our future.


    HEALTHCARE INNOVATION IS REVOLUTIONALISING PATIENT CARE

    VIRTUAL CARE


    The public health crisis since 2019 has brought significant opportunities in the medical technology market. In March 2020, only 13% of American Academy of Family Physicians (AAFP) members had provided video or phone consultations to their patients. By May 2020, 94% of members were regularly doing so3.

    The public health crisis has demonstrated that enabling physicians to virtually care for their patients at home can help reduce patients’ and clinicians’ risk of exposure and infection while also increasing access and convenience for patients4.

    Telehealth visits can also enable physicians to get to know their patients by observing them in their home environment, which can contribute to more personalised treatment plans and better referral to community-based services.

    3. Source: “A toolkit for Building and Growing a Sustainable Telehealth Program in Your Practice”, AAFP, September 2020.
    4. Source: “Preserving Access to Telehealth Beyond COVID-19”, AAFP, July 2021.

    TREND 4: GOING GREEN



    Today, green is no longer just a colour….
    it also means sustainability, clean energy and low-carbon technologies.


    GREEN IS SEEKING SUSTAINABILITY

    A SHARING ECONOMY


    The shared creation, distribution and consumption of goods and services is a rising trend among economies5.

    The focus is on the sharing of under-utilised assets in ways which improve efficiency, sustainability and community. This can have a positive impact on sustainability as the overall use of resources is reduced, helping to cut down carbon footprints and emissions6.

    Digital sharing platforms and mobiles apps for ride-hailing and home-sharing services are disrupting some industries such as transportation, hospitality and payments.

    The sharing economy is transforming businesses and has the potential to promote shifts in collective consumption behaviour.

    5. Source: “How the Sharing Economy is Transforming Business”, Washington State University, Carson College of Business, 2021.
    6. Source: “The sharing economy promotes sustainable societies”, Nature Communications, 14.03.2019.

    TREND 5: INCLUSION



    Today, inclusion is not just a trendy concept....
    it drives government and corporate agenda to strive for equality.


    INCLUSION IS STRIVING FOR EQUALITY

    BROADENING ACCESS


    Economies are attaching greater importance to financial inclusion, which covers the availability and equality of opportunities to access financial services7.

    Much effort has been placed on promoting access to basic financial services to meet the needs of everyday life and businesses. And digital technology has been a game changer.

    For example, digitalisation has enabled the building of successful ecosystems, taking into account the right participants, their interdependencies, while creating a commercially viable, inter-operable payments system.

    Payments are supporting the development of digital economies and driving innovation — all while functioning as a stable backbone for economies8.

    7. Source: Financial inclusion, Banking Conduct and Enforcement, Hong Kong Monetary Authority, July 2021.
    8. Source: “Payments 2025 & beyond”, PwC, 07.05.2021.

     

    ACCESSING GLOBAL EQUITY OPPORTUNITIES 

    Today, the speed at which disruption is happening and the way in which companies are preparing for and managing it is unprecedented due to technological breakthroughs. Companies that continuously reinvent themselves by adapting to these fast-paced changes could have the potential to generate sustained growth over the years to come.

    We believe that strong disruptive trends and beneficiaries of those trends may continue to present opportunities for superior returns for much longer than many expect.

    By identifying those long-term durable and impactful disruptive trends, we can align the portfolio towards companies that we believe are well-placed to benefit throughout the economic cycle and importantly, avoid those that may be negatively impacted or disrupted.

     

    JPMorgan Investment Funds -
    Global Select Equity Fund9


    • High-conviction ideas and a strategy based on fundamental research
    • Seeks to achieve a return in excess of global equity markets by investing primarily in companies, globally

           Fund details      

    JPMorgan Investment Funds -
    Global Dividend Fund9


    • Seeks to provide long-term capital growth opportunities by investing primarily in companies, globally, that generate high and rising income
    • Balancing growth opportunities with yield generation

           Fund details      

    9. The Fund seeks to achieve its stated investment objectives. There can be no guarantee the objectives will be met. Investors should make an independent evaluation, refer to offering documents (including for the risk factors) and seek financial advice before investing. 

    ACTIONABLE GROWTH INSIGHTS

    Climate change: a sustainable investing megatrend

    We discuss five megatrends related to climate change and the investment implications.

    Read more

    Investing for a changing world

    We share our perspectives of sustainable investing in an overall portfolio.

    Read more

    Seeking long-term growth opportunities among the old & new in ASEAN

    ASEAN is gaining momentum with its mix of old & new economies.

    Read more

    Emerging growth opportunities when consumption goes ‘all about me’

    We share our views on how increasing demand for personalised products and services presents growth opportunities.

    Read more

    2022 outlook: what’s top of mind for income & growth?

    We share our perspectives on the investment landscape for 2022 and the opportunities for income and growth.

    Read more

    Spotlight on healthcare investing: is the smart pen mightier than the sword?

    Increasing demand for healthcare services globally is presenting growth opportunities.

    Read more

    Capturing medtech opportunities as virtual healthcare gains momentum

    Consider the investing potential in healthcare innovation

    Read more

    How smart city living is driving investing possibilities

    The investing potential of the future world – smart cities

    Read more

    Harnessing smart bots as we #returntotheoffice

    Robotics application and machine learning are making their way into the office, presenting long-term growth opportunities.

    Read more

    Everyday life disrupted: opportunities in a smart home hub

    Smart home technology is unlocking a culture of convenience and driving long-term growth opportunities.

    Read more

    IoT in a new decade: where and what’s next

    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.

    Read more

    OUR EQUITY CAPABILITIES

    Assets under management

    US$699 billion

    Locations worldwide

    7

    Investment professionals

    370+ equity investment professionals with 13+ average years of experience

    145 equity research analysts with 10+ average years of experience

    Source: J.P. Morgan Asset Management. As of 31.03.2021. Includes portfolio managers, research analysts, traders and investment specialists with VP title and above.

     

    OUR GROWTH STRATEGIES

    Asia growth

    • JPMorgan Funds – ASEAN Equity Fund
    • JPMorgan Funds - Asia Growth Fund

    China growth

    • JPMorgan Funds - China A-Share Opportunities Fund

    By using this information, you confirm that you are a Singapore resident and you accept the Terms of Use as set out in https://www.jpmorgan.com/sg/am/per/.

    This is meant for informational purposes only and is intended solely for the person to whom it is delivered. It is confidential and may not be reproduced or distributed, in whole or in part, to any third parties and in any jurisdiction without the express prior written consent of JPMorgan Asset Management (Singapore) Limited.

    This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. It does not constitute investment advice and it should not be treated as an offer to sell or a solicitation of an offer to buy any fund, security, investment product or service. The information contained herein does not constitute J.P. Morgan research and should not be treated as such.

    Investment involves risks. Dividend distributions if any are not guaranteed and are made at the manager’s discretion. Funds which are invested in emerging markets, smaller companies and financial derivative instruments may also involve higher risks and are usually more sensitive to price movements. Any applicable currency hedging process may not give a precise hedge and there is no guarantee that any hedging will be successful. Investors in a currency hedged fund or share class may have exposure to currencies other than the currency of their fund or share class.

    Not all investment ideas referenced are suitable for all investors. Investors should make their own investigation or evaluation or seek independent advice prior to making any investment. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions and are subject to change without notice. The information provided herein should not be assumed to be accurate or complete and you should conduct your own verification. References to specific securities, asset classes and financial markets and any forecast contained herein are for illustrative purposes only and are not to be relied upon as advice or interpreted as a recommendation. J.P. Morgan accepts no legal responsibility or liability for any matter or opinion expressed in this material.

    The fund(s) mentioned in this document has/have been approved as recognised scheme(s) under the Securities and Futures Act, Chapter 289 of Singapore. Any offer or sale, or invitation for subscription or purchase of the Fund(s) must be accompanied with the relevant valid Singapore Offering Documents (which incorporates and is not valid without the relevant Luxembourg prospectus). Please refer to the Singapore Offering Documents including the risk factors set out therein and the relevant Product Highlights Sheet for details before any investment. The Singapore Offering Documents including the Product Highlights Sheet can be found at https://www.jpmorgan.com/sg/am/per/.

    The funds seek to achieve the investment objectives stated in the offering documents, there can be no guarantee the objective will be met. Investments in the Fund are not deposits and are not considered as being comparable to deposits. Fund’s net asset value may likely have high volatility due to its investment policies, exposure to emerging markets, financial derivatives instruments or portfolio management techniques. The value of the units in the scheme and the income accruing to the units, if any, may fall or rise. Past Performance is not indicative of current or future results and investors may not get back the full or any part of the amount invested.

    This material is issued by JPMorgan Asset Management (Singapore) Limited (Co. Reg. No. 197601586K). All rights reserved.

    lets-solve-it-logo

    For Fund or Institutional enquiries, please call or email us. You can also contact your financial advisor or your J.P.Morgan Representative.

    (65) 6882 1328

    singapore.investor.services@jpmorgan.com

    JPMorgan Asset Management

    • Terms of Use
    • Privacy Statement
    • Cookies Policy
    • Investment stewardship
    • Sitemap
    J.P. Morgan

    • J.P. Morgan
    • JPMorgan Chase
    • Chase

    The information contained herein is intended only for use by Singapore residents. By using this information, you are representing and warranting that you are either residing in Singapore or the applicable laws and regulations of your jurisdiction allow you to access the information, and you confirm that you accept the Terms of Use as set out in https://www.jpmorgan.com/sg/am/per/. Investment involves risk. Past performance is not indicative of future performance. In particular, funds which are invested in emerging markets and smaller companies may involve a higher degree of risk and are usually more sensitive to price movements. Investors should carefully read and consider the fund offering document(s), which contain details on investment objectives, risk factors, charges and expenses of the fund, before making any investment decisions. Information in this website does not constitute investment advice, or an offer to sell, or a solicitation of an offer to buy any security, investment product or service, nor a distribution of information for any such purpose. Informational sources are considered reliable but you should conduct your own verification of information contained herein. Issued by JPMorgan Asset Management (Singapore) Limited. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore (“MAS”).

     

    JPMorgan Asset Management (Singapore) Ltd is regulated by the Monetary Authority of Singapore. (Co. Reg. No. 197601586K)