The Top Down: JPMAM's Karen Ward talks Brexit, volatility and why 'patience' is the Fed's new buzzword

Round-up of January's biggest stories

clock • 1 min read

The Top Down is officially back for 2019 and we are kicking off with a bumper episode about market volatility, technology, ESG and of course, all things Brexit.

In this month's edition, we are joined by Karen Ward, chief market strategist for EMEA at J. P. Morgan Asset Management. She discusses what the volatility seen at the end 2018 could mean for the outlook across all asset classes in 2019 and look at the most recent Brexit developments* and what they might mean for UK markets. Brexit Blog: all the latest developments as it happens Meanwhile, Mike Sheen chats to Blue Whale's Stephen Yiu about the "crisis" facing active management and why Apple fails to meet his standards despite his portfolio's heavy tech bias. We would love to hear yo...

To continue reading this article...

Join Investment Week for free

  • Unlimited access to real-time news, analysis and opinion from the investment industry, including the Sustainable Hub covering fund news from the ESG space
  • Get ahead of regulatory and technological changes affecting fund management
  • Important and breaking news stories selected by the editors delivered straight to your inbox each day
  • Weekly members-only newsletter with exclusive opinion pieces from leading industry experts
  • Be the first to hear about our extensive events schedule and awards programmes

Join now

 

Already an Investment Week
member?

Login

More on Investment

Partner Insight: Why choose semi-liquid funds for investing in renewable infrastructure?

Partner Insight: Why choose semi-liquid funds for investing in renewable infrastructure?

There are more opportunities for private investors to access renewable energy investments today. Schroders' Jack Wasserman and Duncan Hale look at how semi-liquid funds fit the bill

Jack Wasserman, Private Markets Group and Duncan Hale, Lead Portfolio Manager at Schroders
clock 26 November 2024 • 4 min read
JPMAM's Karen Ward: Political uncertainty in markets has been replaced with 'policy uncertainty'

JPMAM's Karen Ward: Political uncertainty in markets has been replaced with 'policy uncertainty'

Same number of unknowns in 2025

Eve Maddock-Jones
clock 22 November 2024 • 4 min read
Stories of the Week: Fund groups record weaker net sales; ISA reform 'under review'; Ballie Gifford withdraws from climate initiatives

stories-fund-record-weaker-net-retail-sales-isa-reform-review-ballie-gifford-withdraws-climate-initiatives

Funds, ISAs and climate initiatives: The biggest stories from the world of investment and asset management this week

clock 22 November 2024 • 1 min read
Trustpilot