SLI hires from JPM to expand EMD team
Standard Life Investments has hired Imran Ahmad from JPMorgan Asset Management to boost its emerging market debt capabilities.
JP Morgan
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EM dividends are here to stay – JP Morgan AM
If investors want proof that the emerging markets rally has taken root, they should look no further than the sector’s dividend sustainability potential, according to JP Morgan Asset Management’s Omar Negyal.
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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.
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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 JPM Asset Management has predicted.
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PA ANALYSIS: The active cash conundrum
European Wealth has raised its cash levels, having taken profits from some of its more aggressive positions in emerging markets and Asia.
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Bonds are the new commodities in a ‘dangerous neighbourhood’– JP Morgan
A negative yielding bond is trading like a commodity, according to Oksana Aronov, managing director of JP Morgan’s Income Opportunity Fund.
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Rio’s free cash flow fixation underlines broader mining challenge
“Boring is the new exciting” is how Rio Tinto CFO Chris Lynch characterised the diversified miner’s continued focus on improving productivity and better leveraging its existing asset base.
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Manager continuity key to consistent trust outperformance
Research by the Association of Investment Companies (AIC) has found correlation between fund manager longevity and fund consistency.
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Defensive dividend payers overdue for re-pricing – JPMAM
Defensive dividend payers are overdue for a meaningful re-pricing as the UK market starts to stabilise from the initial trauma of Brexit, according to Talib Sheikh, of J.P. Morgan Asset Management.
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NN IP retains US equities and real estate preferences post-Brexit
NN Investment Partners revealed this week it is retaining a preference for equities, real estate and spread products, post-Brexit.
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JPM sees modest Brexit impact on EMs
The macro drivers for emerging market equities are largely unaffected by Brexit according to JP Morgan, and the firm maintains its overweight.
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Micro factors could trump macro after Brexit – JPMAM’s Flanders
While investors should be wary of macroeconomic factors impacting UK equities and sterling in the short term post-Brexit, the microeconomic consequences could be bigger in the long-term, according to Stephanie Flanders, JP Morgan Asset Management’s chief market strategist for Europe.
