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.
Investors are recommended to diversify technology stocks with value names when the pandemic situation improves.
Investors should not be concerned about the rich valuations of US tech and healthcare companies, argues JP Morgan AM’s Tai Hui.
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.
Investors should seek extra yield, liquidity – and sanctuary – with investment grade corporate bonds, according to JP Morgan Asset Management.
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.