Offshore Assets
Expand your investment horizons with STANLIB and J.P. Morgan Asset Management
A fundamental research-driven approach to active global equities management.
22nd April 2024
Offshore Assets
Offshore Assets
US Housing market stasis’ threat to GDP growth is under-appreciated
US residential real estate has been on a tear for the last five years, beating global equities and significantly outperforming the total return from global bonds. However, in every boom are sown the seeds of the next bust: after years of rising faster than wages, US property is now more expensive relative to incomes and rents than at any time in its history.
22nd November 2023
Offshore Assets
Expand your investment horizons with the STANLIB Global Select Fund
STANLIB has partnered with J.P. Morgan Asset Management (JPMAM) to create an offshore equity fund that offers SA investors a best ideas, diversified “all weather” equity portfolio managed by JPMAM’s world-class equity team.
2nd November 2023
Investing Offshore
Bonds are Back
Following a global wave of inflation and the steepest rate hiking cycle in memory, global bond yields are at levels not seen since before the Global Financial Crisis of 2007.
18th July 2023
Offshore Assets
Global macro update with J.P. Morgan Asset Management
As we enter the second quarter, we expect China’s economy to continue to be supported by its Covid reopening, but we see more downside risks in developed economies.
26th April 2023
Offshore Assets
Offshore investing: Navigating a high inflation and low growth environment
In this webinar, Michael Bell, Global Market Strategist at J.P. Morgan Asset Management and Caroline Keen, Portfolio Manager within the J.P. Morgan Asset Management International Equity Group, discussed their views on the market environment and how they are navigating uncertainty while finding investment opportunities.
19th August 2022
Offshore Assets
Achieving net zero: The path to a carbon-neutral world
To help ensure investors are well prepared, we look at the scale of the challenge, the best strategies to achieve net zero, the options for
policymakers and the key investment considerations for the transition ahead.
10th August 2022
Offshore Assets
ESG investing in China: Considerations for sustainable portfolios
With the Chinese economy maturing and personal incomes rising rapidly, China is fast becoming the world’s biggest consumer market.
8th July 2022
Offshore Assets
Top of mind for investors: global portfolio construction
In this webinar, Columbia Threadneedle’s Neil Robson and Alex Lyle, who manage the STANLIB Global Equity and Global Balanced funds respectively, discuss how they are navigating markets and the implications for portfolio construction.
1st June 2022
Offshore Assets
Asset Allocation 2021/22: review and outlook
Earnings soared past forecasts in 2021 as economic growth bounced back, and the prospect of monetary tightening emerged with inflation proving less transitory than hoped.
31st January 2022
Offshore Assets
A bumpy ride higher for equities
The coronavirus continues to introduce uncertainty, but investors should expect cyclicals to outperform
in the first half of the year. Here we identify key catalysts for equity markets.
28th January 2022
Offshore Assets
Finding return opportunities beyond the pandemic
In this webinar, John Bilton, Head of Global Multi-Asset Strategy at J.P. Morgan, discusses the macro drivers and investment themes which underpin their Long-term Capital Market Assumptions (LTCMAs).
6th December 2021