Are these the three top investment themes to back in Q2?

J.P. Morgan Asset Management has highlighted what it expects will be the three main investment themes to follow in Q2.

The asset manager - releasing its quarterly UK Guide to the Markets - said rising stock markets, diversification across fixed income to seek higher yields globally, and a move into emerging market equities should help investors outperform in Q2. It said investors may want to consider being overweight equities despite the recent run higher, as investors continue to support indices at these levels. "Given the range of global factors supporting stocks, the UK and US equity rallies look like they may still have room to run," said the note. It added that in the US, surging household wea...