The managers of the £905m JPM Global Macro Opportunities fund have allocated 16% of their portfolio to a new theme called 'widespread technology adoption', as this area is "now too important to ignore".
Co-managers Shrenick Shah, Talib Sheikh and James Elliot scrapped their 'low inflation' theme in January on the fund, which usually invests across eight macro themes in total, and have worked on the new...
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