Sizzling market returns have given many investors the feeling that US stocks are overvalued. But judge market gains by earnings, and this is just not the case, explains J.P. Morgan's Paul Quinsee.
JPMAM strategist Stephanie Flanders has said she is 'sombre' about the prospects for Europe and other developed markets, in a reversal of the optimism she felt at the start of the year.
High Yield opportunities
JP Morgan's emerging markets manager Leon Eidelman has argued the slowing of EM economies does not mean investors should write them off altogether.
Nick Gartside, co-manager of the JPM Strategic Bond Fund, has said that a divergence in central bank policies could lead to more diverse returns for fixed income investors in future.
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Funds from BlackRock and J.P. Morgan have been added to Sanlam Private Investment's bi-annual list of underperforming income portfolios after a tough year for some of their mandates.