Portfolio Insights - J.P. Morgan Asset Management
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Portfolio Insights

ASSET CLASS VIEWS FROM OUR SENIOR INVESTORS

Global Asset Allocation Views 3Q17

Asset allocation for a world of trend-like growth - As broad-based growth and favorable financial conditions combine to create a supportive backdrop for risky assets, we remain overweight equities, acknowledge the full valuations of U.S. stocks while keeping a small overweight, downgrade credit from overweight to neutral, and underweight duration.
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Global Equity Views 3Q17

Equity investing: A time for careful diversification - Strong first quarter earnings results affirm our view of a synchronized global recovery in profitability. We see a supportive environment for equity investing, particularly for emerging market and European equities, where valuations are less stretched.
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Global Fixed Income Views 3Q17

Everything’s a proxy for QE - we favor European bank capital (Alternative Tier 1), leveraged loans, U.S. high yield bonds and emerging market local currency bonds.
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