JP Morgan: Asian equities heading for correction
History indicates that a market correction in Asian equities is likely within the next three months, but investors shouldn’t stay away as the long-term outlook is positive, argues JP Morgan’s Hui Tai.
JP Morgan
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EU could force finance staff to move post-Brexit, JPM chief warns
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.
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Emerging market bond inflows – just starting or topping off?
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?
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ANALYSIS: Harness ‘animal spirits’ for investment success
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.
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Record outflows for GARS, but it is not the worst multi-strategy fund
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.
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Better Finance group names and shames ‘closet trackers’
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.
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Is duration risk an issue for high-yield investors?
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?
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Go for a Barbell-strategy, in US equities
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.
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The world will ban commission within five years, says JPMAM
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.
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US equities: If you can’t beat them, join them
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.
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The EMpire strikes back
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.
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JP Morgan AM’s Greco; The good European
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.