The asset manager also highlights opportunities in alternatives and from international diversification to boost returns.
Tag: Tai Hui
Equities in a sweet spot, JPMAM says
A low and rising inflation regime will support risk assets, while making holding government bonds hard to justify, according to JP Morgan Asset Management’s (JPMAM) Apac strategist.
JPMAM warns of possible sector rotation
Investors are recommended to diversify technology stocks with value names when the pandemic situation improves.
Are US tech companies expensive?
Investors should not be concerned about the rich valuations of US tech and healthcare companies, argues JP Morgan AM’s Tai Hui.
JP Morgan AM plans for a year of two halves
A benign economic outlook will support growth strategies for the first six months, after which investors should consolidate gains, according to JP Morgan AM’s Asia strategist.
Tilt toward IG bonds, advises JPMAM
Investors should seek extra yield, liquidity – and sanctuary – with investment grade corporate bonds, according to JP Morgan Asset Management.
Time to prepare for end of economic cycle
But dovish central banks are supporting risk assets and there are still opportunities for tactical investment, according to JP Morgan Asset Management’s (JPMAM) chief Asia market strategist.
