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J.P. Morgan Investment Funds - Income Opportunity Fund strategy update
Bill Eigen, portfolio manager of the JPM Income Opportunity Fund, discusses the importance of not relying on one factor for return. This is reflected in the structure and depth of skill in his investment team. (4:46)
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J.P. Morgan Investment Funds - Income Opportunity Fund performance update
Bill Eigen, portfolio manager of the JPM Income Opportunity Fund, discusses the positive performance of the fund YTD during a period when many fixed income funds are in the red. (3:35)
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JPMorgan Funds - Systematic Alpha Fund performance update
Yazann Romahi, Head of Quantitative Portfolio Strategies for the Global Multi-Asset Group, discusses the recent strong performance of the Systematic Alpha Fund, with merger arbitrage and equity market neutral sleeves of the performance performing most strongly. (2:49)
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JPMorgan Funds - Systematic Alpha Fund performance update
Yazann Romahi, Head of Quantitative Portfolio Strategies for the Global Multi-Asset Group, discusses the evolution of the team's understanding of the drivers of hedge fund returns. (1:56)
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J.P. Morgan Funds - Emerging Markets Corporate Bond Fund strategy update
Client Portfolio Manager Rob Stewart explains how the large, dedicated team of investment experts based with emerging markets gives J.P. Morgan a significant information edge and supports the high conviction investment process. (4:52)
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J.P. Morgan Funds - Emerging Markets Local Currency Debt Fund strategy update
Rob Stewart outlines the Emerging Markets Local Currency Debt Fund investment process, explaining how the focus on three main pillars; global macro view, country analysis and bottom-up analysis helps the team to extract the best value opportunities. (4:30)
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Uniquely Invested: Bill Eigen
In this unique insight, Portfolio Manager Bill Eigen provides some background on his investment techniques and explains how his own experience in a cyclical business helps to inform his economic views. (1:34)
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JPMorgan Funds - US Growth Fund performance update
Client Portfolio Manager Nadine Brandt details the performance of the US Growth Fund against the recent investment backdrop, and identifies potential opportunities for growth in 2013. (5:00)
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A flexible approach to value investing
Portfolio Manager Jonathan Simon outlines the benefits of a flexible investment approach and explains how he identifies attractive opportunities for value stock investment. (1:41)
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JPMorgan Funds - US Value Fund Performance update
Against a backdrop of stronger US economic data and better corporate earnings, Christian Preussner, client portfolio manager of the JPM US Value Fund, explains the drivers behind recent fund performance and discusses current investment opportunities. (5:00)
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JPMorgan Funds - Europe Equity Plus Fund Strategy update
In this video Michael Barakos, CIO of the European Equity Group, describes the investment philosophy underpinning the Europe Equity Plus Fund and how the team uses long and short positions to build a high conviction portfolio. (02:05)
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JPMorgan Funds - Europe Equity Plus Fund Performance update
Portfolio manager and CIO Michael Barakos reviews both the strong fourth-quarter and overall 2012 performance of the Europe Equity Plus fund, and summarises the current fund positioning. (2:10)
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JPM Highbridge US STEEP Fund Strategy update
Head of European Mutual Funds Dan Cole shares the role and philosophy of the portfolio management team and explains how the target portfolio is achieved by combining intuitive economic ideas with advanced trading techniques. (03:36)
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JPM Highbridge US STEEP Fund Performance update
Dan Cole, Head of European Mutual Funds at Highbridge Capital Management, reviews both what contributed to, and detracted from performance in 2012, and explains how focusing on various stock selection ideas could help achieve alpha in the year ahead. (4:01)
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JPM Global Strategic Bond Strategy update
Nick Gartside, CIO of the Global Fixed Income, Currency & Commodities group, explains how a globally integrated, research-driven team of 190 investment professionals enables access to the very best ideas from the entire fixed income & currency universe. (1:48)
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JPM Global Strategic Bond Fund Performance update
Chief Investment Officer Nick Gartside outlines how a blend of strategies contributed to the positive performance of the Global Strategic Bond Fund in 2012, and explains why he believes credit and emerging markets will be important themes for 2013. (4:04)
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Investment insight: Global corporate bonds
Lisa Coleman, head of the Global Investment Grade Corporate Credit team in the Global Fixed Income, Currency & Commodities group, discusses the group’s investment objectives for the months ahead, explaining what factors she believes will be key to outperformance in 2013. (2:36)
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JPM Global Corporate Bond Fund strategy update
Portfolio manager Lisa Coleman provides insight into her team’s integrated, research-driven investment process. Lisa describes how a combination of fundamental research and blend of top-down and bottom-up views drive regional and sector allocation. (2:54)
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Changing macroeconomic and fixed income expectations
Bob Michele, CIO of Global Fixed Income, Currency & Commodities, discusses his expectations for fixed income markets in light of recent macroeconomic changes. (3:33)
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Opportunities and risks in the fixed income market
Portfolio Manager Bill Eigen discusses three areas of the fixed income market where he believes value can still be found, and provides his view on the tight valuations at which US Treasuries are currently trading. (4:20) Watch the video
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JPM Europe Strategic Dividend Fund performance update
Portfolio manager and CIO Michael Barakos reviews the performance of the Europe Strategic Dividend Fund in 2012, and talks about areas in the market where the team is finding high yielding opportunities. (03:14)
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JPM Europe Strategic Dividend Fund Strategy update
Michael Barakos, CIO of the European Equity Group describes the intuitive investment philosophy behind the Europe Strategic Dividend Fund and the process implemented to maximise dividend exposure for investors. (02:00)
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JPM Emerging Markets Opportunities Fund Strategy update
Client portfolio manager Luke Richdale discusses the Emerging Markets Opportunities Fund, outlining the team’s investment approach. Luke also assesses the recent recovery in emerging markets and provides an optimistic outlook for the start of 2013. (03:22)
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JPM Emerging Markets Opportunities Fund Performance update
In this update, client portfolio manager Luke Richdale describes the strong fourth quarter performance of the Emerging Markets Opportunities Fund, and summarises the current sector and country views (3:40)
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JPM Global Income Fund strategy update
Rob Worthington, Client Portfolio Manager in the Global Multi Asset Group, discusses the investment philosophy behind the Global Income Fund, providing insight into the team’s income strategy and investment approach. (2:00)
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The US fiscal cliff and market uncertainty
Dr. David Kelly, Chief Global market strategist for J.P. Morgan Asset Management, explains the consequences of the US going over the fiscal cliff and why he feels this is an unlikely scenario. (3:31)
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Risk, but not as we know it: The case for equities
Global Market Strategist Tom Elliott discusses why investors are moving out of risk-free assets into equities, and also considers the outlook for global growth in an environment of continued deleveraging by governments, banks and households. (2:11)
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The structural case for Emerging Markets Equities
Richard Titherington, Head of the Emerging Markets Equity Team, discusses the impact of the eurozone crisis on emerging market economies, describing how the changing economic environment affects the team’s investment decisions. (2:56)
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Emerging Market Debt: Opportunities in the world's most dynamic economies
Rob Stewart, Client Portfolio Manager, provides an overview of the core Emerging Market Debt product range, covering investment approach and allocations, and the opportunities these products offer investors in this low interest rate environment. (04:54)
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Managing risk and utilising volatility
Bill Eigen, portfolio manager for the JPMorgan Investment Funds – Income Opportunity Fund, explains his approach to risk management, how he utilises market volatility, and the characteristics he looks for in an effective short position. (4.03)
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Finding opportunities in volatile markets
Portfolio manager Bill Eigen provides his insights on high yield and other fixed income sectors, and discusses where opportunities may exist within select areas of the mortgage-backed market. (6.29)
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