2024 Long-term Capital Market Assumptions: Building smarter portfolios for a world in transition.
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 readingWhere’s your rand going to throw its weight?
Despite the significant rand weakness over the past two years, we still do not foresee near-term conditions as being rand supportive.
Continue readingThe allure of investing offshore
‘This is an incredibly fruitful environment for stock pickers, and this volatility can throw up some tremendous opportunities’: Amit Parmar – JP Morgan Asset Management International Equity Group.
Continue readingOffshore investing: Navigating a high inflation and low growth environment
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.
Continue readingFinding return opportunities beyond the pandemic
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).
Continue readingKnowns and unknowns after a tumultuous year
In this article, William Davies, CIO at Columbia Threadneedle outlines key learnings and opportunities as a result of the COVID Pandemic and how that will shape thinking into 2021.
Continue readingInvestment style rotations: growth versus value
William Davies, CIO, EMEA & Global Head of Equities at Columbia Threadneedle discusses the advantages and disadvantages of style rotations
Continue readingFinding Room for global property in your investment portfolio
In this article Nicolas Lyle outlines why Global property was one of the best performing asset classes in 2019, achieving a total return of 24% in USD.
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