Some equities were trimmed from the JP Morgan mixed-asset fund because the average valuation reached the upper-end of the firm’s projection, said Julie Ho, co-manager of the firm’s Asia-Pacific Income Fund.
Tag: JP Morgan Asset Management
HEAD-TO-HEAD: Fidelity vs JP Morgan
FSA compares the Fidelity Thailand Fund and the JP Morgan Thailand Fund.
MRF northbound funds lose half of assets in H1
Funds sold in China through the Mutual Recognition of Funds (MRF) scheme had a record month of outflows in June and in total lost half of assets since January, according to the State Administration of Foreign Exchange (SAFE).
HEAD-TO-HEAD: JP Morgan vs Matthews Asia
FSA compares the JP Morgan Pacific Securities Fund and the Matthews Asia Asia Dividend Fund.
Wisdomtree expands access to onshore China
New York-based ETF provider Wisdomtree and JP Morgan Asset Management are among the latest recipients of China’s inbound quota schemes, according to latest records from the country’s State Administration (SAFE).
How JP Morgan AM sizes up equity valuations
A stock with a high price-to-earnings ratio doesn’t necessarily trigger a sell signal, argues Joanna Kwok, managing director and a portfolio manager within JP Morgan Asset Management’s Asia-Pacific regional team.
In case you missed it (29 June 2018)
JP Morgan AM expands Asia beta strategies team; Barings hires for Asia alternatives; E Fund and SSGA co-develop China-focused environmental strategy; Natixis IM expands private debt capabilities; global hedge fund industry sees net inflows; and more…
JPMAM: Keep an open mind to recessionary slide
Though the firm does not expect a US recession over the next 12-18 months, Hui Tai, managing director and Asia chief investment strategist, recommends tweaking client portfolios now to adopt a more defensive position.
HEAD-TO-HEAD: JP Morgan vs Standard Life Investments
FSA compares the JP Morgan Global Macro Opportunities Fund and the Standard Life Investments Global Absolute Return Strategies Fund.
The FSA Spy market buzz – 15 June 2018
Hiring at Kasikorn; Fund selector cynicism; Kim and Air China; Saudi Arabian investments; Battery funds; World cup fever; Cryptocurrency amusement; advertising from AB and Bosera; and much more…