JP Morgan Asset Management identified transportation, US real estate and secondaries as its areas of highest conviction.
Category: Asset managers
Early Nvidia investor says ‘AI washing’ is a growing problem
Robocap founder and CIO Jonathan Cohen says more and more companies are exaggerating their artificial intelligence technology.
Report: Hidden costs are adding up for index investors
Passive index funds trying to minimise tracking error is coming at a cost to returns, according to Dimensional Fund Advisors.
The role of the boutique in a world where passive is king
Is the rise of passive investing a challenge or opportunity for boutique asset managers?
Report: GFIs are unanimously overweight US equities
A Natixis report on global financial institutions found that there is a consensus overweight to US equities going into 2025.
Pictet’s Ramjee: Corporate bonds ‘paradoxically safer’ than government
Pictet’s Shaniel Ramjee on the current state of corporate and government bonds.
Pimco: Bonds look attractive under Trump uncertainty
Rising market uncertainty could boost returns for fixed income investors, says the asset manager.
Principal AM: Investors should consider global diversification
The asset manager is less constructive on US equities compared with most of its peers.
Janus Henderson sees good news ahead for active investors
There is more to equities than the Magnificent 7, argues the asset manager.
BlackRock flags 3 triggers which would flip its bullish stance
The world’s largest asset manager is pro-risk going into 2025 but its strategists warn there are three factors that would change this view.
