For months the European equity market has been in the spotlight for many reasons, bad and good. This past week has been overshadowed by final stage negotiations between Greece and its creditors..
Tag: JP Morgan Asset Management
The FSA Spy market buzz 15 06 2015
Spy has been out with his magnifying glass pounding the streets and eavesdropping on gossip in cafés, but the summer lull has arrived and the world of Asian asset management is getting a little siesta time. Nonetheless, Spy has unearthed a few juicy tidbits on the jobs merry-go-round. Whilst savouring a fine Laphroaig (10-year-old vintage), Spy heard that Heidi […]
Moderate return expectations from Europe
Following the European Central Bank’s massive quantitative easing programme, which was announced in November last year, European equities have rallied perhaps a bit too much, according to the firm. “Given that valuations are sitting at a 10-year high on a forward price-to-earnings metric, strong earnings growth is increasingly necessary to justify these valuations,” the firm […]
JP Morgan sees an earnings rebound lifting US equities
Investors should, however, lower their return expectations to single-digits for the S&P 500 index, the firm said. The index has recently been hitting all time highs: “We continue to favour US equities, despite slightly higher valuation levels. The base case for the S&P 500 total return in 2015 is in the single-digit range, which […]
Desmond Ng to lead Allianz Global’s Asia business
Eu takes over the role from Brian Gaffne, who will retire at the end of the year, the firm said. Ng will take charge of his role from January 2016. He will also join the firm’s global executive committee. Ng is currently the head of institutional business in Asia-Pacific and chief executive for Greater China […]
Further easing on cards even after China cuts banks’ RRR
The People’s Bank of China (PBoC) on Sunday lowered the RRR for banks by 100 basis points to 18.5% as it seeks to add more liquidity to the economy, help boost bank lending and combat a growth slowdown. “The major reason for the RRR cut is the net forex outflows from China,” Grace Tam, global […]
Chinese SOEs JP Morgan AM
State-owned enterprises could become one of the key investment themes in the coming years as reforms pick up speed in 2015, according to JP Morgan Asset Management.
Volatility is coming to EMs
Emerging market assets will likely face rising volatility and capital outflows as the US Federal Reserve begins tightening interest rates, according to JP Morgan Asset Management.
JP Morgan adds RMB share class to Japan fund
J.P. Morgan Asset Management has introduced a share class hedged to the renminbi in the JP Morgan Japan (Yen) Fund.
Asian Smaller Companies head to head
This week’s Head-to-Head puts Asian smaller companies strategies from Fidelity Investment Management and JP Morgan Asset Management against each other.
