What’s rattling emerging market equities and where they may go from here
Rate hikes, COVID-19 lockdowns and geopolitics have been punishing but we see potential silver linings.
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INSIGHTS TO BUILD STRONGER PORTFOLIOS
A range of information on educational research, portfolio manager insights, timely trends, and asset allocation applications.
FEATURED PORTFOLIO INSIGHTS
TIMELY RESOURCES
Fixed income investing in 2020
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.
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Emerging Market Debt Quarterly Strategy
Our quarterly EMD strategy report assesses the latest economic developments in emerging markets and sets out our base case scenario for the asset class.
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Global Equity Views
The outlook for profit growth in 2022 remains pretty robust. High valuations for the most popular stocks are a challenge, but many markets, industries and themes are much less expensive. In Chinese equity markets, there’s gloom but not doom.
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Alternative Asset Management Outlook
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.
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How can I invest for climate change
Investors have a role in helping to slow, stabilize, potentially reverse—or adapt to some inevitable—climate change
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Why are currencies calm amid rates repricing?
Over the last few months markets have priced significant additional policy tightening from global central banks in response to a widespread acceleration in inflation. This phenomenon has been global in nature, catalysed by changes in outlook and policy from smaller central banks but also affecting the largest markets.
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Monthly Strategy Report
We review trends across markets and economies, consider what they mean for our multi-asset portfolios and present a positioning update.
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Factor Views
Factors were generally positive amid volatile markets; equity value, quality and momentum performed well. Merger arbitrage extended all-time highs and remains well supported.
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Understanding the opportunity in Chinese equities
Understanding the opportunity in Chinese equities
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Asset class views
Asset class views
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Themes for a new decade
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.
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Global Alternatives Outlook
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.
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For Fund or Institutional enquiries, please call or email us. You can also contact your financial advisor or your J.P.Morgan Representative.