Navigating policy unpredictability in global equities
We share the positive drivers for the global economy and how they could benefit equities in 2025.
Powering needs-driven solutions¹ with a globally connected perspective
Since the launch of our first multi-asset fund in 1970, we have worked tirelessly to address our clients’ needs by creating portfolios that access the opportunities and overcome the challenges in an increasingly complex and interconnected world.
Our multi-asset funds benefit from the asset allocation and security selection capabilities of our dedicated team of multi-asset investors, backed by the full resources of J.P. Morgan’s globally integrated investment platform.
It’s this specialist knowledge, combined with the ability to harness the expertise of more than 1,000 investment professionals around the world, which allows us to provide access to a broader range of asset classes, regions and sectors, including opportunities right across the capital structure.
107
dedicated multi-asset investment experts2
USD 226bn
Multi-Asset Solutions assets under management3
50+
years of multi-asset investment experience4
Featured multi-asset solutions
J.P. Morgan Asset Management for multi-asset
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Research driven
We actively share the expertise of our globally integrated network of dedicated multi-asset investment specialists.
Actionable insights
We are empowered by our exclusive asset allocation and portfolio construction tools to take better investment decisions.
Outcome oriented
We harness the power of our multi-asset investment strategies to provide a diverse range of portfolio solutions built around client needs.
Demonstrated results
As one of the world’s leading multi-asset manager, we have a history of leadership and innovation across market cycles.
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We share the positive drivers for the global economy and how they could benefit equities in 2025.
With starting yields across many fixed income sectors still hovering near decade highs, the window to lock in elevated yields remains open.
As a starting point, you may consider focusing on three key factors, just like when you ponder on your food preferences.
Insights and products to help you cut through the noise and keep your portfolio on track.
Our wide range of income solutions that seek multiple yield opportunities across asset classes, regions and sectors for stronger outcomes.
Understand more about Active ETF in an interactive journey.
Understanding how different types of ETFs can help diversify portfolios and achieve investment goals.
Sustainable investing is a forward-looking approach that aims to deliver long-term sustainable financial return in a fast-changing world.
Active ETFs explained in 1 min
ASEAN, China and the broader Asia ex-Japan region present ample opportunities for long-term growth.
Let’s look at what the Fund has achieved over the last 10 years.
Dividend equities may play an important role in portfolios as investors navigate a more challenging market environment marked by slowing growth, higher interest rates, and elevated geopolitical risks.
While the US market remains an important source of alpha opportunities, there is an increasing appreciation among investors for the need to diversify return streams.
Sitting on excess liquidity for long-term goals like retirement may not be optimal given the diminishing effects of inflation on the purchasing power of money over the long run.
Wider valuation and performance dispersion, elevated market concentration and potentially higher-for-longer interest rates underscore the importance of an active approach when engaging opportunities in the US stock market.
A soft landing outcome coupled with the potential for monetary easing later this year, could present significant tailwinds for US stocks.
Inflation can diminish purchasing power. Exploring investment opportunities in various asset classes such as equities and bonds, subject to our individual risk appetite and financial goals, can help manage the impact of inflation over the long run.
You may need to plan for the possibility of living much longer – perhaps 30+ years – in retirement. This underscores the importance of saving adequately and investing a portion of your portfolio for growth to maintain your purchasing power over time.
To achieve our desired retirement, it is important to anticipate the possible challenges that retirees could face and be better financially prepared.
Flexibility is at the heart of our approach to fixed income markets.
Approaching income investing without borders, bias and benchmarks.
A quick take on our strategy in investing Asian income assets amid global economic slowdown and China’s reopening.
A quick look at how the Fund is positioned as recession risks loom and financial conditions tighten.
We explain why investors should pay greater attention to quality bonds.
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.
We share insights on the Japanese equity strategy while riding on cyclical and structural tailwinds.
Sustainable Investing Solutions
The securitisation market has regained much ground in the past decade.
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)
At its final meeting, the Federal Open Market Committee (FOMC) voted to reduce the Federal funds rate by 0.25% to a target range of 4.25%-4.50%, cutting rates by a 100 basis points (bps) or 300 bps annualized in 2024.
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)
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.
1. J.P. Morgan Asset Management provides a wide range of solutions to cater different investors’ needs. Investments involve risks and are not similar or comparable to deposits. Not all investments are suitable for all investors. Please seek financial advice or make independent evaluation before investing. The manager seeks to achieve the stated objectives. There can be no guarantee the objectives will be met.
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. AUM figures are representative of assets managed by the multi-asset group and include AUM managed on behalf of other J.P. Morgan Asset Management investment teams.
4. Source: J. P. Morgan Asset Management. As of 30.09.2022.
This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. It does not constitute investment advice, or an offer to sell, or a solicitation of an offer to buy any security, investment product or service. Informational sources are considered reliable but you should conduct your own verification of information contained herein. Investments involve risks. Investments are not similar or comparable to deposits. Past performance is not indicative of current or future performance and investors may not get back the full or any part of the amount invested. Dividend distributions if any are not guaranteed and are made at the manager’s discretion. Fund’s net asset value may likely have high volatility due to its investment policies 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. 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. Investors should make their own investigation or evaluation or seek independent advice prior to making any investment. Please refer to the Singapore Offering Documents (including the risk factors set out therein) and the relevant Product Highlights Sheet for details at https://am.jpmorgan.com/sg/en/asset-management/per/. To the extent permitted by applicable law, we may record telephone calls and monitor electronic communications to comply with our legal and regulatory obligations and internal policies. Personal data will be collected, stored and processed by J.P. Morgan Asset Management in accordance with https://am.jpmorgan.com/sg/en/asset-management/per/privacy-statement/. Issued by JPMorgan Asset Management (Singapore) Limited (Co. Reg. No. 197601586K). All rights reserved.