Capture opportunities as economic conditions evolve
With inflation expected to settle at higher levels than recent decades, economic cycles have the potential to be more frequent and of larger magnitude, creating increased volatility and more frequent changes in correlation between asset classes. By choosing a flexible macro approach, investors can capitalise on the resultant potential for return dispersion within and among asset classes, while reducing reliance on fixed income as an equity diversifier.
Seek positive, differentiated returns with Global Macro Opportunities Fund
JPMorgan Investment Funds – Global Macro Opportunities Fund is a daily-liquid alternatives strategy designed to take advantage of market mispricing of macro trends. The fund’s flexible, focused and risk-aware approach aims to generate positive returns over cash through varying market environments.
Seeks favourable returns in changing market conditions
Has delivered positive returns in up and down markets, on average since inception.
Diversification potential vs. traditional assets
Has reduced volatility and increased returns vs. a 50/50 equity/bond allocation.
Captures long-term investable macro themes
Research focused on current economic conditions and 10 secular themes.
Further reading and information
Macro investing with J.P. Morgan Asset Management
Mispricings of macro themes can occur over multiple time horizons, across and within asset classes. Our specialist team of macro investors seeks to capture these through two perspectives: long-term secular themes and current economic conditions. The team invests across asset classes through long and short exposures, seeking to achieve the most efficient portfolio that reflects these macro views. Risk analysis is embedded throughout the process and supported by an independent risk team.