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.
Benchmark 10-year bond yields in the Eurozone have more than doubled since the end of April, when they reached an all-time low. Are we now simply witnessing a correction after markets overshot in the wake of the ECB’s bond-buying programme, or is this the beginning of a serious bond bear market as deflation worries have…
With the United States’ equities bull-run into its sixth year and valuations looking pretty much up to the brim, investor sentiment has steadily shifted more in favour of European stocks – but should investors really make big cuts to their US allocation?
While this decompression will have been welcomed by investors looking to buy into the market, it was the opposite for those at the long end of the curve, with10-year bond holders losing around 5% of their capital. Though the price shift made the headlines, rather than coming as a great surprise it has merely served…
EIE’s editor Dylan Emery invited four of the most senior fund distributors in Europe to discuss industry trends. The conversation revealed that absolute return does not only top fund selectors’ buy lists. It also dominates the agenda of asset management companies.
Private investors in the Netherlands and Sweden are much more comfortable with risk-taking than their counterparts in the rest of Europe.
Investors in developed market sovereign bonds have had a very disconcerting year. But, just how different will 2015 be?
European wealth managers are looking to expand the number of operational risk managers, client advisers and product specialists on their payroll while planning to shed middle- and back-office staff.
As retail investors are very good at misallocating their savings, the rise of execution-only is regrettable, says Massimo Greco
Though fund selector sentiment towards the asset class has slipped, money still poured into US equity funds in the first two months of 2014.
