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...
Headed up by Penny Kyle
Ex-Standard life manager Angela Burns
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Talking Strategies: The number of companies in Asia with higher payout ratios have grown since the mid-1990s, but some investors remain wary of searching for income in Asia and Japan. In this video, Jupiter's Jason Pidcock and Dan Carter explain why this...