Jp Morgan Asset Management
Fund groups lacking dedicated A-share analysts
The inclusion of 226 China A-shares was a hugely symbolic moment for investors in the region but the fund industry has failed to get ahead of the curve with most firms lacking dedicated teams of analysts or products to invest in the asset class.
JP Morgan: For dividends in Europe, seek cyclical stocks
Rising interest rates and inflation have shifted the dividend opportunity to the financial and energy sector rather than traditional defensive stocks, said Thomas Buckingham, London-based portfolio manager at JP Morgan Asset Management.
Investors eye Portuguese government bonds after rating upgrade
To the surprise of many, rating agency Standard & Poor’s (S&P) upgraded Portugal to investment-grade status on Monday. This pushed yields on the country’s government bonds down, and interest from international investors is already picking up.
ANALYSIS: Harness ‘animal spirits’ for investment success
Not being a student of Keynesian theory, I’ve been somewhat confused by the oft mentioned revival in ‘animal spirits’. Rather than bulls and bears, investors should beware the headless chickens.