Investment Ideas

Thematic ETFs – the active advantage

Thematic ETFs have become very popular in recent years. The explosion in demand is partly due to the rapidly increasing popularity of ESG (environmental, social and governance) investing, but it has also been driven by interest in other key themes, such as disruptive technology and health care.

Active fixed income in an ETF wrapper

Active fixed income ETFs can help investors build strong, cost-effective portfolios. Explore how this could transform the future of fixed income investing.

Balance income, total return and risk with JEPI

Today's income investors face a tough choice. Discover how JEPI seeks to resolve this by pursuing consistent monthly income and appreciation potential.

Quality over quantity: Building high quality equity portfolios

Discover what the quality factor is in investing, and how to build a portfolio with high quality stocks which seek to provide enhanced returns and greater diversification.

A framework to build stronger portfolios for a low-carbon world

Explore our carbon transition investment framework designed to help clients manage climate change risk, capture opportunities, and contribute to solutions.

Why JMST: An ultra-short municipal bond ETF seeking to solve income challenges

With rates down and volatility up, our ultra-short municipal bond ETF, JMST, offers an opportunity to deliver tax-exempt income while actively managing credit and duration exposures.

Managing risk and capturing growth potential: Why invest in JQUA

Discover how JQUA targets quality businesses with high profit margins and low debt levels to ensure that investors are not exposed to unwanted risks.

A more thoughtful approach to emerging market debt

Investing in traditional debt-weighted fixed income indices comes with challenges, which can be particularly pronounced in emerging markets.

Active municipal bond ETFs: Why JMUB is positioned well in today’s markets

Discover how JMUB uses bottom-up, fundamental research to actively pursue higher tax-free income and total return whilst preserving capital.

Why invest in ultra-short, active strategies in today’s markets

JPST and JMST offer an attractive middle-ground between cash instruments and long-duration bonds. Explore the benefits of these ETFs in today's markets.

Maintaining ultra-short income in a volatile world

Discover how a focus on active management and proprietary credit research can help ultra-short investors target incremental risk-adjusted returns.

Active Fixed Income: Is your Credit Risk Rewarded?

Increasing credit risk is leaving passive investors vulnerable. Learn more about how an active research-driven approach can provide superior solutions.

Products

Asset Class Capabilities

Investment Approach

College Planning

Defined Contribution

Market Insights

Portfolio Insights

Retirement Insights

Portfolio Construction

Defined Contribution

ETF Investments Ideas

Explore timely ETF investment ideas for the current market environment.

Quick Links

Capabilities

Education