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    1. Portfolio Insights

    INSIGHTS TO BUILD STRONGER PORTFOLIOS

    A range of information on educational research, portfolio manager insights, timely trends, and asset allocation applications.

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    • Multi-Asset Solutions Strategy Report

    FEATURED PORTFOLIO INSIGHTS

    Global Asset Allocation Views 3Q 2023

    The economy faces slightly subtrend growth, with risks in both directions. We maintain a duration overweight, upgrade equity to neutral, remain neutral on credit and keep a slight overweight to cash. As stock-bond correlations follow inflation lower we favor selectively adding more risk-on positions.

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    Global Fixed Income Views 4Q 2023

    Recession and Sub Trend Growth are now our equal-weighted base cases at 50% each. We reduced the probability of Recession by 5% and increased the likelihood of Sub Trend Growth by 10%. Our top pick: short-duration securitized credit.

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    Global Equity Views 3Q 2023

    Our portfolio managers are modestly positive on markets. Despite high valuations, we think it is too early to take a stance against the AI winners. We prefer quality stocks across sectors, but the most obviously defensive stocks look overpriced.

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    Factor Views 3Q 2023

    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.

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    TIMELY RESOURCES

    Global Equity Views 4Q 2023

    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.

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    Factor Views 3Q 2023

    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.

    Read more

    Multi-Asset Solutions 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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    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 Q3 2023

    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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    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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    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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