Asset Managers

JP Morgan AM: an equity portfolio must be globally diversified

Vincent Juvyns, JP Morgan AM's global market strategist

JP Morgan Asset Management looks at a globally diversified portfolio from different angles in order to achieve a better allocation. Global investing is a must. The source of equity returns is becoming less beta-driven. Active investing is now more appropriate, and themes can provide the necessary alpha. And the digital revolution continues unabated. 

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