JP Morgan: There is still opportunity in credit
After a recent survey found more than 80% of investors believed corporate bonds were overvalued, a JP Morgan portfolio manager has argued the case for keeping money in the asset class.
JP Morgan
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PA ANALYSIS: Europe the saviour as US market slumps?
Although European stocks have gotten caught in the cross-hairs of Wednesday’s Trump trade downturn, with the earnings recovery underway, it would be a mistake for investors to discount them.
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JPM unveils ESG team
JPMorgan Asset Management has launched a dedicated team to promote its credentials in the environmental, sustainable and governance space.
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JPM hires London ETF head for European funds push
JP Morgan Asset Management has recruited a London-based international head of ETFs ahead of fund launches for UK and European investors.
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PA ANALYSIS: Don’t forsake liquid alts just yet
Finding well-priced defensive assets has been a key challenge for asset allocators in recent years faced, as they have been, with the tail-end of a 30-year bond bull market and the likely persistence of a ‘lower-for-longer’ world of meagre growth.
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Flanders warns against getting bogged down in politics
Investors should avoid getting bogged down in the potential for political upheaval in 2017, according to JP Morgan’s chief strategist Stephanie Flanders.
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JPM: Italicum reform investors’ biggest threat
The outcome of Italy’s constitutional review is a bigger threat to markets than elections in France and the Netherlands, said JPM AM’s Mike Bell.
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EC hits JPM, HSBC and Credit Agricole with £413m fine
JPMorgan Chase, HSBC and Crédit Agricole have been hit with fines totalling €485m (£413m) by the European Commission for rigging Euribor rates.
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JPMAM goes underweight duration for first time in two years
JP Morgan Asset Management has shifted its asset allocation to go underweight duration for the first time since 2014.
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JPM: Reflation trade splits S&P 500
More than one-third of the S&P 500 will be adversely hit by the reflation trade amid a “violent rotation” in equities, according to JP Morgan’s James Davidson.
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60/40 allocation model has reached the ‘end of the road’ – JPM
The static 60/40 stock-bond asset allocation model has run out of road argues JP Morgan’s Investment Management Solutions arm.
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PA 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.
