A fundamental research-driven approach to active global equities management.
Continue readingExpand your investment horizons with STANLIB and J.P. Morgan Asset Management
A view to distant horizons with J.P. Morgan Asset Management
2024 Long-term Capital Market Assumptions: Building smarter portfolios for a world in transition.
Continue readingUS Housing market stasis’ threat to GDP growth is under-appreciated
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.
Continue readingGlobal Equity Views 4Q 2023 | J.P. Morgan Asset Management
J.P. Morgan Asset Management is STANLIB Asset Management’s strategic offshore partner, offering South African investors an opportunity to gain access to significant global reach and depth of expertise.
Continue readingExpand your investment horizons with the STANLIB Global Select Fund
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.
Continue readingGlobal macro update with J.P. Morgan Asset Management
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.
Continue readingFixed Income: Moody’s downgrade amidst an uncertain global backdrop
The market environment remains uncertain. Liquidity and solvency risks are investors’ main concerns, as money is withdrawn from riskier assets and geographies.
Continue readingGlobal equities: market volatility update
Concerns around coronavirus have been felt in global equity markets for more than a month now. However, things escalated last week, with the steep sell-off in oil further compounding fear around the recessionary impact of the virus.
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