The Hedge Funds Quarterly Outlook shares the J.P. Morgan Alternative Asset Management team's views on markets, conviction across different strategies, and individual strategy outlooks.
Factors extended gains in Q2, on average, led by equity momentum. We maintain a positive outlook for factors overall: Equity value and equity quality are historically inexpensive; equity momentum c...
Global real estate trends: Q2 2026 reflecting resilient property fundamentals, improving investor sentiment, and differentiated performance across regions and sectors.
[External Link] Katsunori Ogawa, Chief Portfolio Manager for Sakigake High Alpha at SuMi TRUST AM, shared his views with WealthBriefing on the long-term outlook for AI investment, highlighting that...
Asia’s macro backdrop is becoming more challenging, but not uniformly so. This points to a more selective investment approach.
Between May and July 2026, 140+ asset managers published over 200 mid-year outlooks: their house views on the second half, set out across thousands of pages of PDFs, articles, commentaries, and med...
[External Link] Kei Fujimoto, Senior Economist at SuMi TRUST AM, shared his views with the media on the Bank of Japan's policy outlook, highlighting the potential for a faster pace of monetary tigh...
The Bank of England (BoE) is in a challenging position as the UK economy battles with still-sticky inflation and questions around the growth outlook. Last week’s data showed headline inflation acce...
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