Investment strategy updates - J.P. Morgan Asset Management
CLOSE

Investment strategy updates

Hear our investment teams provide quick updates on the current environment and its impact.
Transcript    

Hedged Equity Fund

August 14, 2020

Hamilton Reiner, lead portfolio manager for the Hedged Equity Fund, provides an update (3:30 mins).

“Each quarter, we reset our hedge based on the current market levels, and therefore we can protect and re-participate from there.”

Learn more
Transcript    

Equity Premium Income Fund

August 14, 2020

Hamilton Reiner, lead portfolio manager for the Equity Premium Income Fund, provides an update (3:30 mins).

“The elevated volatility environment that we have seen over the first half of this year, and we expect to continue to see going forward, means more upside and more income.”

Learn more
Transcript    

Emerging Markets Equity Fund

August 5, 2020

Leon Eidelman, lead portfolio manager for the Emerging Markets Equity Fund, provides an update (6:30 mins).

“Quality franchises with sustainable competitive advantages, consistent cash flow generation and strong management teams, which we hold in the portfolio, are well positioned to navigate the difficult weeks and months ahead.”

Learn more
Transcript    

International Focus Fund

July 22, 2020

Tom Murray, lead portfolio manager for the International Focus Fund, provides an update (7:30 mins).

"We are looking to ensure that the portfolio has a combination of resilience and structural growth, and the opportunity to participate in a cyclical recovery."

Learn more
Transcript    

Large Cap Growth Fund

July 21, 2020

Douglas Stewart, investment specialist for the Large Cap Growth Fund, provides an update (5:00 mins).

“Significant structural changes are occurring across every industry – these forces act as tailwinds and create opportunity for these disruptive companies to potentially take market share from legacy incumbents.”

Learn more
Transcript    

Equity Income Fund

July 15, 2020

Jaime Steinhardt, investment specialist for the Equity Income Fund, provides an update (5:00 mins).

“… despite these uncertain times, we’ll continue to stick to our approach, which we’ve implemented for over 15 years, investing in quality companies at reasonable valuations that pay a dividend.”

Learn more
Transcript    

U.S. Quality Factor ETF

May 28, 2020

Yaz Romahi, CIO for Quantitative Beta Strategies and portfolio manager for the U.S. Quality Factor ETF, provides an update (4:30 mins).

“We want to offer investors a straightforward way to gain access to the highest quality stocks in every sector in one simple trade.”

Learn more
Transcript    

Global Bond Opportunities Fund

July 22, 2020

Iain Stealey, portfolio manager for the Global Bond Opportunities Fund, provides an update (3:30 mins).

“In a world where yields are at historically low levels and likely to remain there for the foreseeable future it makes sense to look at the global opportunity set.”

Learn more
Transcript    

Ultra-Short Income ETF

July 9, 2020

James McNerny, lead portfolio manager for the Ultra-Short Income ETF, provides an update (5:00 mins).

“Our approach has been to not fight-the-Fed, choosing instead to add to, and extend our investment grade corporate exposures aggressively.”

Learn more
Transcript    

Core Plus Bond Fund

May 28, 2020

Ben Christensen, investment specialist for the Core Plus Bond Fund, provides an update (5:00 mins).

“With the ability to draw from a more diversified set of fixed income sectors, Core Plus’ yield is currently more than double that of the Agg.”

Learn more
Transcript    

Core Bond Fund

May 8, 2020

Richard Figuly, lead portfolio manager for the Core Bond Fund, provides an update (6:00 mins).

“We held firm to our overweight in securitized during the Global Financial Crisis, and it ended up being a catalyst for outperformance in years to come.”

Learn more
Transcript    

Municipal Bonds

April 30, 2020

Richard Taormina, head of the Tax Aware Strategies team, provides an update (4:30 mins).

“The good news is, I think you're going to have the opportunity to actually increase book yields and really take advantage of that.”

Learn more
Transcript    

Income Fund

April 17, 2020

Andrew Headly, portfolio manager for the Income Fund, provides an update (4:30 mins).

“We are finding attractive opportunities to take advantage of recent price dislocations in securities offering significantly higher yields with sound fundamentals...”

Learn more
Transcript    

Strategic Income Opportunities Fund

April 1, 2020

Bill Eigen, lead portfolio manager for the Strategic Income Opportunities Fund, provides an update (3:30 mins).

“Bottom line is: while we have our shopping list ready, and are nibbling on some opportunities, the idea is to be extremely judicious with liquidity as the opportunity set is evolving…”

Learn more
Transcript    

Global Allocation Fund

June 30, 2020

Jeff Geller, lead portfolio manager for the Global Allocation Fund, provides an update (5:30 mins).

“We have good reason to believe a new global business cycle has begun.”

Learn more
Transcript    

Income Builder Fund

June 30, 2020

Michael Schoenhaut, lead portfolio manager for the Income Builder Fund, provides an update (5:00 mins).

"A single quarter can make quite the difference."

Learn more
Transcript    

SmartRetirement Funds

April 17, 2020

Daniel Oldroyd, lead portfolio manager for our SmartRetirement Funds, provides an update (5:30 mins).

“We’re working on a combination of first making sure the overall risk is right-sized, and then thinking about where we can seize opportunities.”

Learn more

ASSET CLASS VIEWS FROM OUR SENIOR INVESTORS

Featured Portfolio Insights

0903c02a82868ee7