Skip to main content
logo
  • Funds

    Fund Listing

    • Fund Explorer
    • Fund Managers
    • Fund Documents
    • How to Invest

    Featured Funds

    • JPMorgan Global Income Fund
    • JPMorgan Income Fund
    • JPMorgan Asia-focused Solutions
    • JPMorgan ASEAN Equity Fund
    • JPMorgan Global Equity Solutions
  • Insights

    Market Insights

    • Market Insights Overview
    • Guide to the Markets
    • Weekly Market Recap
    • On the Minds of Investors
    • Guide to China
    • Multimedia

    Portfolio Insights

    • Portfolio Insights Overview
    • Global Asset Allocation Views
    • Global Fixed Income Views
  • Investment Ideas
    • Managing Volatility
    • Growth Strategy
    • Income Strategy
    • Sustainable Investing
  • Resources
    • Announcements
    • Forms & Literature
    • About Mutual Funds
    • Investment Glossary
    • Insights App
  • About Us
  • Contact Us
  • Role
  • Country
  • Search
    Search
    Menu
    Everyday life disrupted: opportunities in a smart home hub
    07/09/2021
    Everyday life disrupted: opportunities in a smart home hub
    Smart Home Image

    Key takeaways:

    • Disruption is driving changes in our everyday life. Innovations related to the Internet of Things (IoT) and artificial intelligence (AI) are transforming our living quarters into a self-sustaining, seamless home hub.

    • Today, smart home technology is offering more comfort and convenience while driving long-term growth opportunities in sectors that are developing these automation systems1. 

    IoT + AI = smart home


    Technological innovations are changing our everyday life, enabling more comfort, convenience and choices. Rapid digital transformation and the wider adoption of IoT are the key drivers of change in our homes.

    IoT has emerged when everyday objects such as home appliances are connected to the internet via sensors so they can communicate and exchange data online. And when AI is added to IoT, our smart home appliances will become smarter, learning new data to better understand a user’s preferences, predict behaviours and change the parameters accordingly. AI can also enable a smart home system to control multiple smart devices.


    Are you ready for a ‘smart’ home?


    Can you identify all the smart devices and systems listed below?

    J.P. Morgan Asset Management
    J.P. Morgan Asset Management
    J.P. Morgan Asset Management
    J.P. Morgan Asset Management
    J.P. Morgan Asset Management

     

     

     

    The growth opportunities in emerging technologies that are powering the development of IoT:


    AI1


    When AI meets IoT, the resulting intelligent machines can simulate smart behaviour with little or no human interference.

    AI could be likened as the brain of the machine while IoT could be deemed as the digital nervous system that enables data sharing via internet connectivity.

    Companies are investing in AI to create better products and services. And the global public health crisis has accelerated this trend as social distancing measures has spurred demand for AI-powered smart devices.

    Additionally, 5th generation mobile network allows real-time data processing at larger capacity, higher speed and less disruptions (or near-zero lag). As 5G enhances data traffic management, it allows many IoT devices to connect at a faster speed. It also makes AI, augmented reality and virtual reality possible as these cutting-edge technologies generally involve intense level of data transmission.

    Conclusion
     

    As IoT continues to evolve and disrupt, a bottom-up active strategy could help seek structural growth opportunities emerging from high-conviction ideas. We’ve already seen companies that are disruptors in the market.

    This content represents our investment team’s current view and overall strategy provided for information only based on current market conditions not taking into consideration any specific investor’s investment objective and risk appetite. Not to be construed as investment recommendation or advice.

    Diversification does not guarantee investment return and does not eliminate the risk of loss.

    1. For illustrative purposes only based on current market conditions, subject to change from time to time. Not all investments are suitable for all investors. Exact allocation of portfolio depends on each individual’s circumstance and market conditions.

    Investments involve risk. Not all investments are suitable for all investors. Investors should consult professional advice before investing. Investments are not similar to or comparable with fixed deposits. It does not constitute investment advice and it should not be treated as an offer to sell or a solicitation of an offer to buy any fund, security, investment product or service. The information contained herein does not constitute J.P. Morgan research and should not be treated as such. The material was prepared without regard to specific objectives, financial situation or needs of any particular receiver. The opinions and views expressed here are as of the date of this publication, which are subject to change. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore. Issued by JPMorgan Asset Management (Singapore) Limited (Co. Reg. No. 197601586K). All rights reserved.

    OUR FOCUS FUNDS

    Equities

    • JPMorgan ASEAN Equity Fund
    • JPMorgan China A-Share Opportunities Fund
    • JPMorgan Emerging Markets Equity Fund
    • JPMorgan Emerging Markets Dividend Fund
    • JPMorgan Asia Growth Fund

    Asset Allocation

    • JPMorgan Global Income Fund
    • JPMorgan Asia Pacific Income Fund
    • JPMorgan Total Emerging Markets Income Fund
    • JPMorgan Global Macro Opportunities Funds

    Fixed Income

    • JPMorgan Income Fund
    • JPMorgan Global Bond Opportunities Fund
    See all funds

    RELATED ARTICLES

    Climate change: a sustainable investing megatrend

    We discuss five megatrends related to climate change and the investment implications.

    Read more

    Investing for a changing world

    We share our perspectives of sustainable investing in an overall portfolio.

    Read more

    Positioning a fixed income portfolio for rising rates? We share 3 pointers

    We share our perspectives on positioning for income as rates rise.

    Read more

    1Q 2022 outlook: bonds still matter even as inflation stays elevated

    We share our views on the bond themes and opportunities for the first quarter of 2022.

    Read more

    Seeking diversification in a ‘prosperity pot’ to help drive income opportunities

    Consider diversity across regions, assets and sectors in an income portfolio.

    Read more

    Seeking long-term growth opportunities among the old & new in ASEAN

    ASEAN is gaining momentum with its mix of old & new economies.

    Read more

    Emerging growth opportunities when consumption goes ‘all about me’

    We share our views on how increasing demand for personalised products and services presents growth opportunities.

    Read more

    2022 outlook: what’s top of mind for income & growth?

    We share our perspectives on the investment landscape for 2022 and the opportunities for income and growth.

    Read more

    Spotlight on healthcare investing: is the smart pen mightier than the sword?

    Increasing demand for healthcare services globally is presenting growth opportunities.

    Read more

    Seeking out income opportunities in dividend stocks amid uncertain times

    Dividend stocks are back on investors’ radar as relatively attractive opportunities are emerging.

    Read more

    Where we see income opportunities as the Fed winds down stimulus

    We share how we employ a flexible approach to tap into income opportunities.

    Read more

    Exploring the role of corporate credit in a diversified portfolio

    Income investors like us have stayed the course as market conditions evolve. Where do we see income opportunities?

    Read more

    4Q 2021 bonds: themes and opportunities as rates look set to rise

    Looking at bond themes and opportunities in the final quarter of 2021.

    Read more

    Capturing medtech opportunities as virtual healthcare gains momentum

    Consider the investing potential in healthcare innovation

    Read more

    How smart city living is driving investing possibilities

    The investing potential of the future world – smart cities

    Read more

    Curious about income investing? We share 4 FAQs

    How much do you know about income investing amid an evolving market environment?

    Read more

    Harnessing smart bots as we #returntotheoffice

    Robotics application and machine learning are making their way into the office, presenting long-term growth opportunities.

    Read more

    Bonds 101: ‘ABS’ and ‘MBS’ as a diversifier in a portfolio

    Going beyond the traditional fixed income sectors to tap into the potential of securitisation.

    Read more

    IoT in a new decade: where and what’s next

    The Internet of Things (IoT) is creating a new digital landscape that impacts almost everything from the way how vehicles run to how factories operate. We seek out the opportunities.

    Read more

    Optimising flexible fixed income as inflation bites

    Going across the full spectrum of fixed income to navigate an inflationary environment.

    Read more

    Securitisation 101: What are ABS and MBS?

    Fixed income isn’t just government or corporate bonds, it also includes non-traditional debt securities.

    Read more

    Securitisation: Then and now

    The securitisation market has regained much ground in the past decade.

    Read more

    The secret to effective diversification

    Diversification sounds easy, but how to do it effectively?

    Read more
    lets-solve-it-logo

    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

    JPMorgan Asset Management

    • Terms of Use
    • Privacy Statement
    • Cookies Policy
    • Investment stewardship
    • Sitemap
    J.P. Morgan

    • J.P. Morgan
    • JPMorgan Chase
    • Chase

    The information contained herein is intended only for use by Singapore residents. By using this information, you are representing and warranting that you are either residing in Singapore or the applicable laws and regulations of your jurisdiction allow you to access the information, and you confirm that you accept the Terms of Use as set out in https://www.jpmorgan.com/sg/am/per/. Investment involves risk. Past performance is not indicative of future performance. In particular, funds which are invested in emerging markets and smaller companies may involve a higher degree of risk and are usually more sensitive to price movements. Investors should carefully read and consider the fund offering document(s), which contain details on investment objectives, risk factors, charges and expenses of the fund, before making any investment decisions. Information in this website does not constitute investment advice, or an offer to sell, or a solicitation of an offer to buy any security, investment product or service, nor a distribution of information for any such purpose. Informational sources are considered reliable but you should conduct your own verification of information contained herein. Issued by JPMorgan Asset Management (Singapore) Limited. This advertisement or publication has not been reviewed by the Monetary Authority of Singapore (“MAS”).

     

    JPMorgan Asset Management (Singapore) Ltd is regulated by the Monetary Authority of Singapore. (Co. Reg. No. 197601586K)