Share in the emerging market revival



After a period of slower growth, emerging markets appear to have turned a corner. Overseas trade and investment are driving a broad economic recovery, and strengthening consumer demand is also starting to provide a boost.


Many countries have reduced their dependence on commodity exports, with the largest sector in the MSCI Emerging Markets Index now information technology—reflecting innovation at local companies and rapid adoption of new technologies around the globe.


The improving economic backdrop is evident in rising expectations for company earnings, particularly in emerging Asia, but in other regions too. And investors have already begun to participate in the reversal of fortunes, with both emerging market equities and debt outperforming their developed market counterparts over the past year.

   

Source: IBES, MSCI, Thomson Reuters Datastream, J.P. Morgan Asset Management.
Guide to the Markets - Europe. Data as of 31 December 2017.
EPS is earnings per share. EM refers to emerging markets, DM refers to developed markets.



 

Source: J.P. Morgan Asset Management, number of emerging markets equity/debt investment professionals (equity, debt) as at 31 December 2017. *Excluding onshore Brazilian personnel following the announcement in December 2017 of the strategic partnership with Santander in Brazil, pending regulatory approval.

 

Tap into local insight



At J.P. Morgan Asset Management, we are pioneers in emerging market investing. We have managed emerging market equity funds since 1971—15 years before the asset class got its name—and debt since 1995.


We believe opportunities in emerging markets are best exploited through local knowledge. Only an experienced manager with real depth and breadth of research coverage has the ability to identify the companies offering the best long-term growth potential, and the debt issuers with the strongest credit quality.


     


Featured funds to access emerging markets


     


JPMorgan Funds - Emerging Markets Equity Fund




This risk-managed fund maximises the power of local insight to give active investors access to strong companies in some of the world’s fastest-growing economies.

 


     


JPMorgan Funds - Emerging Markets Opportunities Fund




Powered by macro and company insight, this high-conviction fund targets strong returns from the full spectrum of emerging market equities.

 


     

     


JPMorgan Funds - Emerging Markets Equity Fund




This risk-managed fund maximises the power of local insight to give active investors access to strong companies in some of the world’s fastest-growing economies.

 


     


JPMorgan Funds - Emerging Markets Opportunities Fund




Powered by macro and company insight, this high-conviction fund targets strong returns from the full spectrum of emerging market equities.

 


     





Featured funds to access emerging markets


   

JPMorgan Funds - Emerging Markets Equity Fund


This fund maximises the power of local insight to give active investors access to strong companies in some of the world’s fastest-growing economies.




   

JPMorgan Funds - Emerging Markets Opportunities Fund


Powered by macro and company insight, this high-conviction fund targets strong returns from the full spectrum of emerging market equities.




   

JPMorgan Funds - Emerging Markets Strategic Bond Fund


Targeting the best of emerging market debt in a single solution, this fund seeks to provide attractive participation in rising markets, with a conservative approach to downside risk.



     


 

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