Tag : jpmam

The allocation gap between institutional and retail investors in private markets will persist despite expected growth in individual participation, says JP Morgan Asset Management's global CEO, who predicts increased transparency in alternatives while warning of supply constraints in private credit.

As the US government shutdown enters its 20th day with mounting economic costs, Asian equity markets are attracting global investors with their valuation advantage, policy stability and diverse sector opportunities.

Singapore’s sovereign wealth fund, together with JP Morgan Asset Management, argues that the rampant unsystematic approaches to alternatives investing must end, and unveils a new framework for resilient multi‑alternatives portfolios.

Japan's defined benefit pensions are reluctant to fully return to domestic bonds despite higher rates, instead shifting toward general accounts and alternatives in pursuit of better yields, according to JP Morgan Asset Management's latest pension survey.

Despite fiscal strains in developed markets, Asian investors continue to favour sovereign debt. Managers say allocations remain stable, though yield dynamics and sector fundamentals show where flows could shift if preferences change.

US Treasuries now carry a visible fiscal risk premium, skewing comparisons with corporates. In Asia, healthier fiscal anchors keep spreads more grounded, according to investors.

Strategic reallocation of capital and evolving tech ecosystems present unique sector opportunities in emerging markets, despite persistent valuation gaps with developed economies.

Multiple catalysts beyond dollar weakness signal potential sustained revaluation of emerging market equities, as correlations with developed markets continue to decline.

Emerging market technology companies are leveraging integrated supply chains, cost advantages and innovation capabilities to outperform Western counterparts.

Cbus names new CIO and equity head; Aware Super CIO transitions to international role; AustralianSuper taps London equity lead; Seviora appoints new CEO, and more.

OMERS names global private equity head; ART confirms life insurance CEO; CPP Investments hires investment portfolio management head; Prudential Hong Kong adds risk chief and counsel; and more.

Manulife Asia announces major leadership reshuffle; MLC Life Insurance names new CRO; LaSalle reveals Asia Pacific co-heads; JP Morgan AM appoints HNW head for Australia; and more.