JPMorgan Asset Management said it is maintaining a pro-risk positioning view for the current quarter, favoring equities in the U.S., Japan and emerging markets in Asia, according to Ming Pao.
Sheng Nan, chief portfolio manager for multi-asset solutions at JPMorgan Asset Management, said the firm prefers markets with stronger corporate earnings growth momentum, as valuations in many markets are unlikely to be re-rated higher, rather than simply pursuing low valuations.
The firm cited strong earnings-per-share growth in the U.S. and emerging markets as supporting its overweight view. By contrast, it holds a neutral view on parts of Europe, citing weaker corporate earnings momentum and elevated absolute valuations.
STOCKS | JPMorgan Asset Management Keeps Pro-Risk Stance, Favors U.S., Japan, Asia EM Stocks
2026-07-13 09:31:32
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