The chairman and chief executive of global investment bank JP Morgan Jamie Dimon has warned it is decisions made in the European Union not in the UK that will determine if thousands more jobs move from London to other European centres in the wake of Brexit.
Has the run into emerging market bonds only just started, or have flows already reached saturation point? And what does that mean for the outlook for the asset class?
Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.
Standard Life Investments (SLI) reported strong outflows from its GARS fund, the largest actively managed fund Ucits fund, on Friday. While the fund has failed to generate returns in recent years, some funds that have done even worse continue to generate big inflows, however.
Campaign group Better Finance has published the names of asset managers running so-called closet trackers: funds that closely hug an index. Some large asset managers are particularly well-represented on the list.
As inflation is rising and interest rates seem to have bottomed, investors are reducing the duration of their bond portfolios. But is duration risk really a factor in all fixed income asset classes?
European investors who are looking to increase their exposure to US equities are often looking to do so from a safe haven perspective. But they would do well staying clear of quality companies, unless they believe a recession is imminent.
Regulation is moving at such a fast pace that within five years all financial services markets around the world will ban commission and implement an RDR-like regime, Jasper Berens, head of UK funds at JP Morgan Asset Management has predicted.
European investors have been dismissing US equities as too expensive for a couple of years. But as the S&P 500 continues to outperform other equity markets, appetite for the asset class is again on the rise.
The outlook for emerging markets is becoming more stable as falls in currency, oil and other commodity prices – added to a soft landing for China – continue to ease, argues Tai Hui, chief market strategist Asia at JP Morgan Asset Management.
JP Morgan Asset Management’s head of European funds Massimo Greco shares his insights on fees, Mifid II and the importance of stability in Europe.
JP Morgan AM today launched a Ucits fund of hedge funds which is run on a managed account basis by seven different hedge fund managers. While the JP Morgan Multi-Manager Alternatives Fund is Ucits-compliant, some of the strategies it uses are not.
