Global Equity strategies
When assessing the world’s largest companies we believe that – increasingly – their country of listing is incidental.
Distinct from many other investment houses, we look to appraise companies within their global sector rather than their geographic market.
We maintain a dedicated Global Portfolio Group (GPG) comprising more than 20 global sector specialists and portfolio managers to systematically identify the best-in-class companies globally across 11 key sector groupings.
Key Strategies
Global Dynamic
a unique, aggressive global strategy that looks to target excess return of 4% through a highly diversified portfolio (up to 300 stocks) of the most attractive growth and value stocks worldwide, without any stock weighting constraints.
Global Equity
a highly-diversified fund of funds strategy comprising J.P. Morgan regional investment funds to offer access to our expertise across Europe, the US, Asia-Pacific and Japan; 50% of the portfolio is invested in the UK.
Global (ex UK) Opportunities
an international strategy that seeks to invest in companies that are undervalued. It is run on a sector-neutral basis but can diverge significantly from benchmark country weightings to focus exposure on North America, Europe and Japan.
Global Focus*
invests in companies in recovery situations and whose share price does not reflect their real earnings potential. Applies an aggressive high-conviction approach so it can focus on those stocks that research indicates have the highest earnings potential.
* SICAV structure
Key to symbols
| Risk | ||||
|---|---|---|---|---|
| Process | Low | Med | High | |
| Behavioural finance |  |  |  | |
| Research driven |  |  |  | |
| Manager driven |  |  |  | |
Commentary & Analysis
J.P. Morgan Market Views
Keep up to date with the views and analysis on events across world financial markets.
Talking Point
JPMAM strategist Tom Elliot gives a fresh perspective on what's happening in the global economy.