JP Morgan
Macro Views | 15 Nov 16
Trump election – a spanner in the works for emerging markets
Emerging market equities and debt have been the most popular asset classes with European investors this year. But now Donald Trump’s election threatens to spoil the party.
Fixed Income | 24 Oct 16
ANALYSIS: Fiscal fears stoke bond bull capitulation calls
The death of the 30-year bond bull market that has formed the backdrop for most City careers has been predicted many times. It has yet to come to pass. But, if one were looking for signs that it is reaching an inflection point, the last seven days has proved a fertile hunting ground.
Yield available in EM debt and Asian stocks – JP Morgan AM
Emerging market debt and Asian equities, in particular Hong Kong stocks, still offer yield at acceptable valuations, according to JP Morgan Asset Management’s latest quarterly outlook.
Investment | 20 Sep 16
It is important that the Fed does not overreact – JPMAM
With central banks in the spotlight this week JP Morgan Asset Management has warned it is important that the Federal Reserve does not overreact.
Investment | 16 Sep 16
Five challenges and opportunities facing global asset managers
Prominent figures in the asset management industry give their views on the challenges and opportunities facing the sector at International Adviser’s Fund Links Forum 2016.