JPMAM expands multi-asset capability with global strategist hire
JP Morgan Asset Management has poached Credit Suisse’s Thushka Maharaj for a new global strategist position in the firm’s global multi-asset arm.
JP Morgan Asset Management has poached Credit Suisse’s Thushka Maharaj for a new global strategist position in the firm’s global multi-asset arm.
The Federal Reserve has kept interest rates on hold in its latest meeting as expected, and the tone of Chair Janet Yellen’s comments indicated that when it comes the rise will be less than was anticipated.
Lyxor ETF has teamed up with JP Morgan to launch a five-strong risk-orientated ETF suite.
Investors should keep faith with high-yield as the European bond market braces for choppy times ahead, according to some fixed income experts.
Investors need to moderate their return expectations from European equity markets due to high valuations, according to JP Morgan Asset Management.
Absolute return investing – which seeks to generate returns regardless of underlying market conditions – has grown tremendously.
A cutback on equities exposure has resulted in JP Morgan Asset Management’s Fusion fund range holding its highest-ever cash exposure.
Launched in 2004, the JPM Europe Dynamic (ex-UK) Fund relies on an established behavioural finance approach and a team of over 40 investment professionals to identify companies that others may have missed.
The recent bond market gyrations have disturbed the fragile peace that had broken out between bulls and bears. Some of the stronger consensus calls have been dented and questions about bubbles have once more to emerge – as have advocates for both sides.
After months of grinding yield compression the pressure valve on the German sovereign bond market was released, with 10-year bund yields jumping almost ten-fold in the space of a few days.
Aside from revising growth lower and putting an end to sterling’s election-led rally, The Bank of England’s May inflation report once more placed the spotlight firmly on productivity growth as the possible bad apple that could upset the whole cart.
After falling for much of 2014, fund flows into Europe have definitely picked up in 2015. But, with worries about Greece continuing and valuations within equity markets less compelling than they were, how should investors be viewing the market?