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.
JP Morgan
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Five challenges and opportunities facing global asset managers
Prominent figures in the asset management industry give their views on the challenges and opportunities facing the sector at International Adviser’s Fund Links Forum 2016.
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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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US equities: If you can’t beat them, join them
European investors have been dismissing US equities as too expensive for a couple of years. But as the S&P 500 continues to outperform other equity markets, appetite for the asset class is again on the rise.
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Value Partners reports a very tough first half
The Hong Kong-based fund manager Value Partners Group has revealed a large drop in assets under management, revenue, net profit and earnings per share for the first half of 2016, while announcing new hires and a new UK office.
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Patience and portfolio discipline will reward investors
Investors will be rewarded for their patience if they maintain portfolio discipline and don’t let short-term volatility cloud their long-term investing goals, says JP Morgan Asset Management.
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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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Currencies: Swings and roundabouts
Making a call on currencies can be make or break for a portfolio and as the global economy enters uncharted waters, managers are looking for signs of the next big swing
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Time to buy Asian equities – JP Morgan AM
Asian bonds might offer better returns in the short run, but it is equities investors should look at in the long term, said JP Morgan Asset Management Asia chief market strategist Tai Hui.
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ANALYSIS: Is timing now more important than time in the market?
In its latest Flow Show note, Bank of America Merrill Lynch pointed out that, at current rates, it would take you 1,387 years to double your savings in a 1-year German deposit account.
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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.
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Look to US equities for income while markets calm – JPMAM
While market volatility has eased 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.