Look to US equities for income while waiting – JPMAM
While markets are calm it’s better to collect dividends from US equities than put money in cash or fixed income, said David Kelly, JP Morgan Asset Management’s chief global strategist.
JP Morgan
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PA Expert Insight:There are other European considerations than Brexit
To paraphrase a sporting aphorism: ‘Brexit is temporary, currency is permanent’ so while the hot debate rages on the relative strength of the euro is a consideration that will not go away. Yet…
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Don’t ‘sell in May and go away’ – JPMAM
With May just around the corner, a closer look at the FTSE All-Share Index during the past 30 years show that the old trading adage “sell in May” is a myth, according to JP Morgan Asset Management global market strategist Alex Dryden.
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Markets are from Mars, economies are from Venus – JPMAM
Equity markets have become increasingly disconnected from how the economy is doing recently; a cautionary tale for index-based investors, said Stephanie Flanders of JP Morgan Asset Management.
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JPMAM names new head of UK adviser sales
J.P. Morgan Asset Management has appointed Dale Erdei as head of adviser sales for its UK funds business.
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JPM macro managers use healthcare shares to counter low inflation
Taking long positions in healthcare and telecoms equities is an effective way to address continuing low inflation, according to the managers of the JP Morgan Global Macro Opportunities Fund.
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JPM named new manager of BlueCrest AllBlue
Highbridge Capital Management has been appointed manager of the BlueCrest All Blue Investment Trust, following a vote at Wednesday’s extraordinary general meeting.
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Seven reasons to stay positive on Europe
Investors need to consider the bigger picture when it comes to European equities, say Vincent Juvyns Alex Dryden. Global market strategists at JP Morgan Asset Management, the pair outline seven reasons to still buy Europe.
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JPM appoints new head of multi asset CPM
JP Morgan Asset Management has hired Anthony Simpson as EMEA head of client portfolio management (CPM) for multi assets.
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JP Morgan launches new ESG platform
JP Morgan has launched the JP Morgan Ethos Investments platform, providing exposure to institutional investors looking for ESG products.
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Volatility risks high, but recession risks low – JP Morgan
Investors should expect further bouts of volatility until question marks over global growth and the impact of China are resolved, said Stephanie Flanders, chief market strategist for Europe at JP Morgan Asset Management.
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Eigen keeps faith with high yield
JP Morgan Asset Management’s Bill Eigen has reiterated his high conviction in the unloved high yield market.
