Consumer cyclicals can bridge earnings gap – JPMAM
UK company earnings continue to lag share price valuations, but investors in consumer discretionary can bridge the discrepancy, says JP Morgan Asset Management’s Guy Anderson.
JP Morgan
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Three Europe ex-UK equity funds to keep an eye out for
The numerous headwinds that could easily buffet the European ex-UK sector during the next 12 months make the recovery seem fragile. But all is not lost.
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Financials catching the eye of income managers
With concerns being raised about the sustainability of some of the UK’s larger dividend payers, Income investors are increasingly looking to non-bank financials as a source of sustainable dividends.
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What does UK election mean for multi asset
Why should the high probability of a coalition government of some hue resulting from the looming general election be troubling UK assets?
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UK caught in crosshairs JPMs Flanders
The UK is currently being buffeted by a mix of politics, interest rate risk and currency concerns, according to JP Morgan Asset Management chief market strategist Stephanie Flanders.
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Wave of overseas money
The European equities space is poised to receive a wave of foreign capital as overseas investors run out of reasons not to buy, said Tony Lanning, manager of JP Morgan Asset Managements Fusion fund range.
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Renewed rate uncertainty raises old bond doubts
US markets slipped on Wednesday after it was announced that business spending fell for the sixth straight month.
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JPMAM slashes Fusion range costs
JP Morgan Asset Management is to bring down costs for investors on five of its funds by more than 30%, effective from 1 April.
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Need to be nimble Iain Stealey
While the plunging euro has grabbed most of the headlines, Iain Stealey, manager of the J.P. Morgan Global Bond Opportunities Fund, says the gyrations underscore a more fundamental point for bond investors: the need to be nimble.
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Bottomup diversification JPMAM launches SICAV
J.P. Morgan Asset Management is targeting investor demand for diversification with the announcement of a new SICAV vehicle.
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Investec vs JPM Natural Resources
Commodities funds have been anything but the natural choice for resourceful wealth managers of late, but if you do believe that things are about to change then there are two stand-out candidates.
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JP Morgan AM hires strategist
JP Morgan Asset Management has appointed David Stubbs as global market strategist.
