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    1. Portfolio Insights

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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

    Global Asset Allocation Views

    While the pace of growth may moderate in 2022 we continue to see a positive backdrop for risk assets. The strong earnings outlook and gradual increase in yields keeps us overweight stocks and credit and underweight bonds and cash.

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    Global Fixed Income Views

    Above Trend Growth is our base case (90%) given stimulus, accelerating vaccinations and likely strong growth. Our top picks: high yield bonds and leveraged loans for returns; European bank capital notes, securitized credit and emerging sovereign debt.

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    Global Equity Views

    Despite recent weakness in global markets, many of our portfolio managers remain rather cautious about the outlook. Quality and predictability, as well as modest valuations, matter most in this environment.

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    Factor Views

    Amid tumultuous markets, factors generally had a positive quarter. Equity value, merger arbitrage and commodity factors all fared particularly well. We see an attractive outlook for equity factors, which remain historically cheap.

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    Weekly Strategy Report

    A review of global markets and portfolio positioning.

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    TIMELY RESOURCES

    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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    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.

    (65) 6882 1328

    singapore.investor.services@jpmorgan.com

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