J.P. Morgan Asset Management (“JPMAM”) investment team’s primary role is to manage our client’s portfolios in accordance with their individual guidelines and objectives while being mindful of the current and upcoming changing regulatory environment.
LTCMA 2019 Theme: Surviving the short term to thrive in the long term. Building investor resilience in a downturn.
JP Morgan's 2019 Long-Term Capital Market Assumptions
With sentiment showing signs of improvement following recent macro data releases, is now the right time to build risk in portfolios?
What would a Conservative government mean for sterling?
As a recovery in macro data produces glimmers of hope for the global economy, we question whether there is any value buying risk assets heading into the final month of the year, or if the market first needs more clarity on a trade deal to price in its con
A series of loosening signals from China’s central bank in recent weeks point to an incrementally more dovish policy stance, supporting market sentiment.
European high yield spreads are still above their long-term tights, but that doesn’t take quality into account. Are fundamentals robust enough to justify taking more risks?
We may not be outright US dollar bulls, but fundamentals and quantitative valuation factors both suggest that investors are currently too negative on the currency.
Incorporating Environmental, Social & Governance