A range of information on educational research, portfolio manager insights, timely trends, and asset allocation applications.
Our portfolio managers are taking a somewhat conservative view of the outlook, with average returns in prospect. We favor quality industrial and technology companies but remain cautious about paying too much for the “expensive defensive” groups.
Factor performance remained broadly positive despite a quarter of twists and turns. Macro carry factors enjoyed their second best quarter since the global financial crisis. Equity factors, especially value, look well supported by current valuations.
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.
After a challenging 2018, fixed income investors caught a break in 2019 with the U.S. Barclays Aggregate returning 8.7%, its best year since 2002.
Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.
Given the uncertain near-term outlook, we believe it is prudent to focus on strategies that do well in volatility and are ready to take advantage of market dislocations.
Understanding the opportunity in Chinese equities
Asset class views
This inaugural paper is a collaboration between APAC Market Insights, Equity Investment Specialists and Product Strategy, and it explores key structural trends that can fundamentally drive the future industry landscape in the new decade. It also focuses on how JPMAM’s equity investment teams leverage their unique insights to identify and capture companies that are well-positioned to participate in these new trends.
We present a 12- to 18-month outlook for alternative assets and explore the most promising investment ideas from the CEOs, CIOs and strategists of our USD 150 billion alternatives platform. We explain why alternatives are no longer optional—but essential.
For Fund or Institutional enquiries, please call or email us. You can also contact your financial advisor or your J.P.Morgan Representative.