JP Morgan
Markets
From tackling 'Trump-enomics' and a rise in inflation, to ditching bond proxies and anticipating further political uncertainty, managers from Investment Week's November Funds to Watch conference share their views on how they are adjusting their strategies...
30 November 2016
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11 min read
Emerging markets
Emerging market investment trusts are still trading on discounts as wide as 19%, despite the broader rally for the region continuing to gain momentum.
07 November 2016
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4 min read
US
Fed chair Janet Yellen's recent speech in Boston was an occasion to put into perspective a few important questions regarding the still high economic output gap, the formation of inflation expectations, the sensitivity of wages to labour conditions or...
17 October 2016
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1 min read
Europe
Stephen Macklow-Smith, manager of the JPMorgan European investment trust, takes a closer look at the factors that could drive an encouraging earnings story on the continent.
02 September 2016
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3 min read
