JPM
Emerging markets
Where are the top contrarian plays in the market currently?
16 June 2014
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10 min read
Emerging markets
Could normalising monetary policy spell the end for fixed income?
12 June 2014
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10 min read
Investment
Fund managers and economists are turning more bullish on eurozone debt and asset-backed securities after the European Central Bank (ECB) cut rates to a new historic low.
11 June 2014
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Investment
Mid-cap managers are adding to their highest-conviction holdings following the harsh sell-off experienced by the FTSE 250, a fall they argue "has neither rhyme nor reason."
09 May 2014
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UK
Bond managers are becoming more bearish on peripheral Europe corporate debt, turning to core names and the US as spreads tighten to post-crisis lows.
16 April 2014
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2 min read
Investment Trusts
JPM Private Equity has reduced its gearing to 38%, having run it as high as 60% at the start of the year, cutting it back from "nosebleed" levels.
10 April 2014
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