Few things matter more to investors than clarity and foresight. JPMorgan Private Bank's investment strategy team has established itself as an essential navigator, steering clients away from market pitfalls and towards opportunity.
The team's strategic insights across 50 research publications over the past year have addressed a variety of critical issues, from dissecting China’s growth challenges to spotlighting opportunities in Japan and India.
Their analysis has spanned a diverse range of sectors, from fixed-income portfolio adjustments to stock selections amid the latest craze in artificial intelligence.
At a time of pronounced uncertainty, JPMorgan stands out by setting clear expectations for its clients and uncovering avenues for alpha generation – performance that exceeds the benchmark. As a result, it wins the award for best investment research in Asia in 2024.
The team – consisting of strategists and economists covering macroeconomics, equity strategy, fixed-income strategy and portfolio construction – has often provided contrarian insights that have empowered clients in the market.
For example, it has advised clients to reduce their key underweights to duration in fixed-income portfolios, thereby securing high yields over extended periods.
At a time of pronounced uncertainty, JPMorgan stands out by setting clear expectations for its clients and uncovering avenues for alpha generation
In equities, it guided clients towards the semiconductor sector to capitalize on the bottoming-out phase. This advice culminated in outperformance against the broad market.
Furthermore, the US firm has adeptly pinpointed distressed opportunities, such as those arising from regional banking sector turmoil in the US and escalating concerns about the commercial real-estate market's stability.
In 2023, the team dedicated more resources towards alternative investments, coinciding with the addition of Carlotta Saporito as head of global impact investing to fortify the bank's leadership in environmental, social and governance. This has led to a number of high-conviction calls such as advocating for evergreen private credit and capturing value in secondary private equity and venture capital to take advantage of acquiring high-quality portfolios of funds and companies at a discount.