US residential real estate has been on a tear for the last five years, beating global equities and significantly outperforming the total return from global bonds. However, in every boom are sown the seeds of the next bust: after years of rising faster than wages, US property is now more expensive relative to incomes and rents than at any time in its history.
STANLIB has partnered with J.P. Morgan Asset Management (JPMAM) to create an offshore equity fund that offers SA investors a best ideas, diversified “all weather” equity portfolio managed by JPMAM’s world-class equity team.
Following a global wave of inflation and the steepest rate hiking cycle in memory, global bond yields are at levels not seen since before the Global Financial Crisis of 2007.
As we enter the second quarter, we expect China’s economy to continue to be supported by its Covid reopening, but we see more downside risks in developed economies.
In this webinar, Michael Bell, Global Market Strategist at J.P. Morgan Asset Management and Caroline Keen, Portfolio Manager within the J.P. Morgan Asset Management International Equity Group, discussed their views on the market environment and how they are navigating uncertainty while finding investment opportunities.
To help ensure investors are well prepared, we look at the scale of the challenge, the best strategies to achieve net zero, the options for
policymakers and the key investment considerations for the transition ahead.
With the Chinese economy maturing and personal incomes rising rapidly, China is fast becoming the world’s biggest consumer market.
In this webinar, Columbia Threadneedle’s Neil Robson and Alex Lyle, who manage the STANLIB Global Equity and Global Balanced funds respectively, discuss how they are navigating markets and the implications for portfolio construction.
Earnings soared past forecasts in 2021 as economic growth bounced back, and the prospect of monetary tightening emerged with inflation proving less transitory than hoped.
The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform
in the first half of the year. Here we identify key catalysts for equity markets.
In this webinar, John Bilton, Head of Global Multi-Asset Strategy at J.P. Morgan, discusses the macro drivers and investment themes which underpin their Long-term Capital Market Assumptions (LTCMAs).
The textile industry is one of the most polluting in the world, emitting more CO₂ than aviation and shipping combined. But a leading sports firm is showing a way the sector can embrace radical change.