The JP Morgan US Technology Fund is tilted toward enterprise companies instead of consumer-focused ones.
Category: Asset Class in Focus
Is the gold slump showing signs of recovery?
A confluence of factors should drive mining company stocks higher, according to Investec’s gold fund manager.
Finding growth outside the Faangs
“Power compounding” growth stocks outperform peer companies on a five-year growth horizon, argues Julian Cook, London-based portfolio specialist at T Rowe Price.
Hermes finds ESG prospects among small- and mid-caps
There are opportunities for collaboration with smaller firms to meet their sustainable development goals (SDGs) while also enhancing investment returns, according to Hermes small- and mid-cap head Hamish Galpin.
Lessons learned from investment mistakes
Fund managers from BNPP AM, Neuberger Berman, JO Hambro and JPMAM share what they have learned from past investment mistakes.
Mitigating risk in a high yield bond portfolio
Holding bonds with short maturity dates or which are likely to be refinanced will enhance returns and reduce volatility in a sub-investment grade bond fund, according to Insight’s Ulrich Gerhard.
Silver is ‘sizzling’, says Merian
Silver mining stocks provide investors with opportunity as physical silver has become very cheap, according to Ned Naylor-Leyland, portfolio manager at Merian Global Investors.
JOHCM focuses on disrupted industries
After recent disappointing returns, the JOHCM Asia ex-Japan Fund is placing its faith in companies that have transformed their business models.
JPMAM finds value in emerging market dividends
Distributing dividends to shareholders is a tangible signal of good governance in emerging market companies, according to JP Morgan Asset Management fund manager Omar Negyal.
Sharpest China funds for volatile times
President Trump’s latest threat to increase tariffs on Chinese exports could trigger a phase of market volatility which should emphasise the importance of risk-adjusted returns.
