Jun 2019
Check out this short video to see why diversification is a common strategy that investment experts employ to help reduce portfolio risks and how to make it work.
Diversification does not guarantee positive returns or eliminate risk of loss.
While the US market remains an important source of alpha opportunities, there is an increasing appreciation among investors for the need to diversify return streams.
Wider valuation and performance dispersion, elevated market concentration and potentially higher-for-longer interest rates underscore the importance of an active approach when engaging opportunities in the US stock market.
Inflation can diminish purchasing power. Exploring investment opportunities in various asset classes such as equities and bonds, subject to our individual risk appetite and financial goals, can help manage the impact of inflation over the long run.
You may need to plan for the possibility of living much longer – perhaps 30+ years – in retirement. This underscores the importance of saving adequately and investing a portion of your portfolio for growth to maintain your purchasing power over time.
A soft landing outcome coupled with the potential for monetary easing later this year, could present significant tailwinds for US stocks.
Approaching income investing without borders, bias and benchmarks.
With yields hovering close to decade highs across many fixed income sectors, investors are presented with a “menu of options”. Still, selectivity matters as recession risks loom.
After a difficult year for bonds, we explain why fixed income could once again prove to be a useful diversifier for portfolios.
As the Fed’s rate hike cycle concludes, bonds can present an important source of income and diversification for portfolios.
Learn more about sustainable investing and ESG funds and read insights to help you align your values and financial goals.
The securitisation market has regained much ground in the past decade.
Sustainable Investing Solutions
To achieve our desired retirement, it is important to anticipate the possible challenges that retirees could face and be better financially prepared.
Insights and products to help you cut through the noise and keep your portfolio on track.
Sitting on excess liquidity for long-term goals like retirement may not be optimal given the diminishing effects of inflation on the purchasing power of money over the long run.
Understanding how different types of exchange-traded funds (ETFs) can help diversify portfolios and achieve investment goals.
Let’s look at what the Fund has achieved over the last 10 years.
Dividend equities may play an important role in portfolios as investors navigate a more challenging market environment marked by slowing growth, higher interest rates, and elevated geopolitical risks.
What are exchange-traded funds (ETFs)? How do actively managed ETFs differ from their passive counterparts? Discover their benefits and strategic roles in a portfolio.
As a starting point, you may consider focusing on three key factors, just like when you ponder on your food preferences.
We share the positive drivers for the global economy and how they could benefit equities in 2025.
With starting yields across many fixed income sectors still hovering near decade highs, the window to lock in elevated yields remains open.
Casting a spotlight on exchange-traded funds (ETFs) in Asia Pacific. The guide serves as a go to source for APAC ETF investors – from global trading best practices to tips on portfolio construction.
We believe equities should remain a fundamental component of asset allocation. The key is to broaden allocations to encompass a more diverse selection of stocks and to adopt a total return approach.
We showcase how investors can stay invested in equities via ETFs in uncertain times.
Equity premium income ETFs combine stocks with option strategies presenting diverse investment opportunities across market scenarios as explained in the 1-minute video. Watch it now.
Watch how our options premium strategy works to help enhance an equity income portfolio.
Equity Premium Income ETFs can serve three crucial roles in portfolios. Watch now to find out.
Discover the world of Active ETFs, a dynamic investment vehicle that combines the merits of exchange-traded funds with active management strategies. Learn how Active ETFs can help achieve financial goals by presenting cost-effective, transparent, and globally accessible investment opportunities. Make smarter portfolio decisions with J.P. Morgan Asset Management.
Equity Premium Income ETFs, which blend stocks with options overlays, may generate additional income and lower portfolio volatility, presenting a diversification option. Watch our 1-minute video to learn more.
For Fund or Institutional enquiries, please call or email us. You can also contact your financial advisor or your J.P.Morgan Representative.