JPMAM

Both start with immediate effect

In this week's Big Question, fund managers discuss whether concerns about rising inflation have been overstated, and reveal their portfolio positioning.

New team led by Jamie Kramer

Newly-created role

A 'mixed blessing' for multi-asset investors

Stepping down from his role in May

Introduced new long-term discount target

Head of European equity group

Helped by strengthening US dollar

Shrenick Shah, co-manager of the £873m JPM Global Macro Opportunities fund, has said the portfolio is currently running at the highest risk level since launch almost four years ago, following the removal of a 'low inflation' theme and a number of other...