Jp Morgan Am
Deflation risks to weigh on ECB, says J.P.Morgan’s Ward
Inflation, or the lack of it, especially in Europe, is one of the biggest uncertainties facing the markets in 2018, according to Karen Ward, the new chief market strategist for UK and Europe at J.P. Morgan Asset Management.
Emerging market bond inflows – just starting or topping off?
Has the run into emerging market bonds only just started, or have flows already reached saturation point? And what does that mean for the outlook for the asset class?
Better Finance group names and shames ‘closet trackers’
Campaign group Better Finance has published the names of asset managers running so-called closet trackers: funds that closely hug an index. Some large asset managers are particularly well-represented on the list.
Is duration risk an issue for high-yield investors?
As inflation is rising and interest rates seem to have bottomed, investors are reducing the duration of their bond portfolios. But is duration risk really a factor in all fixed income asset classes?
Go for a Barbell-strategy, in US equities
European investors who are looking to increase their exposure to US equities are often looking to do so from a safe haven perspective. But they would do well staying clear of quality companies, unless they believe a recession is imminent.
JP Morgan AM moulds hedge funds into Ucits format
JP Morgan AM today launched a Ucits fund of hedge funds which is run on a managed account basis by seven different hedge fund managers. While the JP Morgan Multi-Manager Alternatives Fund is Ucits-compliant, some of the strategies it uses are not.