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

Hear our investment teams provide quick updates on the current environment and its impact.
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Equity Income Fund

May 8, 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.”

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Equity Premium Income Fund

May 1, 2020

Hamilton Reiner, lead portfolio manager for the Equity Premium Income Fund, provides an update (2:00 mins).

“With the greater volatility we are seeing today, this means greater monthly income distributions and greater upside opportunity.”

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International Focus Fund

April 24, 2020

Shane Duffy, lead portfolio manager for the International Focus Fund, provides an update (6:00 mins).

“…a focus on owning great companies for the long term and taking advantage of the opportunities which volatility and market distress present will be a valuable combination for our clients.”

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Large Cap Growth Fund

April 17, 2020

Giri Devulapally, lead portfolio manager for the Large Cap Growth Fund, provides an update (6:30 mins).

“If history repeats, this suggests a new high in the S&P 500 by March 2022.”

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Emerging Markets Equity Fund

April 17, 2020

Leon Eidelman, lead portfolio manager for the Emerging Markets Equity Fund, provides an update (4:30 mins).

“…it’s important in these unprecedented times to remind investors that the long-term structural growth opportunity in Emerging Markets is still intact.”

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Hedged Equity Fund

April 6, 2020

Hamilton Reiner, lead portfolio manager for the Hedged Equity Fund, provides an update (2:00 mins).

“…volatility is a tailwind, giving you the same downside hedge but increased upside participation when volatility rises.”

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Ultra-Short Income ETF

May 8, 2020

James McNerny, lead portfolio manager for the Ultra-Short Income ETF, provides an update (5:30 mins).

“…we feel confident that we should not see a return of the liquidity issues experienced in those dark days in March.”

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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.”

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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.”

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Global Bond Opportunities Fund

April 30, 2020

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

“Following the sharp drawdown in markets we have subsequently seen a pretty impressive bounce back…in some instances, we have seen markets reverse over 50% of the declines.”

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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...”

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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…”

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Income Builder Fund

April 17, 2020

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

“Our best calendar year was 2009, after hitting the inflection of the Great Financial Crisis.”

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Global Allocation Fund

April 17, 2020

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

“Our most discretionary and flexible multi-asset fund, which allow us to maneuver both the challenges and opportunities of this market.”

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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.”

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