JPM Global Macro Opps team introduces 'widespread technology adoption' theme to £905m fund

Development of EM and US themes

Jayna Rana
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Shrenick Shah of JP Morgan Asset Management
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Shrenick Shah of JP Morgan Asset Management

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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