Bullish on Japan despite evidence of third arrow
According to the managers of the JP Morgan Japan Smaller Companies Investment Trust, there are four reasons to be bullish on Japanese equities.
JP Morgan
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jp morgan launches global allocation fund
Initially launched in the US three years ago, the fund is now available in the UK.
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JPM says look closely at Euro auto medical stocks
JP Morgan Asset Management says macro picture means investors should target European automotive and medical sectors in particular
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JPM Flanders says it pays to be risk taker
Flanders upbeat on the global economy as JPMAM says 85% of countries now in expansion mode
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time to get out of credit JP Morgan AM
JP Morgan AM’s William Eigen argues that while there are limited pockets of opportunity in credit, it is time to start leaving it behind.
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higher risk emerging markets Titherington
You would expect an emerging market CIO to big-up emerging markets but the contrarian point JP Morgan AM’s Richard Titherington makes is a good one – buy before EMs become obvious “because the obvious thing is almost always wrong”.
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Ireland the poster child of austerity JPMAM
The country has overcome its difficulties of recent years to become the poster child of austerity, in the view of Michael Barakos, CIO at JPMAM.
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Emerging markets at attractive valuations JPMAM
Political uncertainty and currency volatility have increased sell offs, leaving emerging market equities at attractive valuations for investors with a long time horizon.
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Strat bond funds still acrobats of fixed income
These funds have proved their flexibility and ability to allocate within a range of areas in the fixed income market, but what are the new challenges entering this space?
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JP Morgan soft-closes US Small Cap Growth Fund
The asset management arm of JP Morgan is soft-closing its £240.7m US small cap fund to new investors.
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Three high conviction plays for today
A more difficult first quarter has cleared much of the froth out of the Japanese equity market and has allowed us to increase exposure at lower prices.
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JPMAM boosts sale teams with exLegg Mason hire
JP Morgan Asset Management has hired Anjula Jegatheswara as sales manager.
