PM Corner: In conversation Susan Bao
A J.P. Morgan U.S. equity portfolio manager discusses value vs. growth, and the tug of war between earnings and inflation.
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Equity Insights
We highlight themes and implications from our equity team to help guide your portfolio decisions.
Featured Insight
Why now is the time for value stocks
01/15/2021
In a wide-ranging conversation, Mid Cap Value and Value Advantage portfolio manager Jonathan Simon discusses the prospects for value equities, identifies investment opportunities and examines the value vs. growth debate in asset allocation.
Let's dig a little bit deeper. One of the sayings that we hear in a bull market is, "A rising tide lifts all boats." What observations would you share on, a rising tide lifts all boats?
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Investing in renewable energy stocks
Renewable energy is finally cheaper than coal and gas. Discover where the attractive investment opportunities are, and why it's not too late to invest.
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Sustainable investing: How to identify ESG leaders poised for long-term growth
Sustainable investing is an area of interest for many investors. Explore the principles that inform our approach to sustainable investing.
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Equity research in-depth: How the disruptive power of technology can remake the economy
There's a lot of talk about the disruptive power of technology, but what does that mean, exactly? We think of technology less as a sector and more as a secular force that will affect every corner of the economy, spurring shifts in market share and market capitalization, and generating opportunities for wealth creation (and destruction).
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