How to play the biggest global themes with one fund

Love the opportunities from big themes like AI or supply-chain restructuring? Here’s another way to access it.
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J.P. Morgan Asset Management

J.P. Morgan Asset Management


When you think big tech, perhaps you think of the US. But it’s worth bearing in mind that some of the biggest names driving AI and other global themes are domiciled in emerging markets. When you add attractive valuations, especially compared to developed market peers, now could be an excellent time to consider adding exposure to emerging markets.

“There have been many, many good things going on.
Such as in North Asia – the AI-driven tech revolution, in India, a somewhat overdue capex cycle and more generally around the world, supply chain restructuring as people have relocated some of their manufacturing,” says J.P. Morgan’s Alexander Treves.

He also believes some of the key challenges we’ve seen in China due to the real estate market are starting to ease and the outlook across emerging markets looks constructive.

He points out that emerging markets can be inefficient, and J.P. Morgan’s approach combines active stock selection with neutralised, macro or style biases.

In this episode of Fund in Focus, Treves discusses the JPMorgan Emerging Market Research Enhanced Index Equity Active ETF (Managed Fund) (CBOE: JREM) and how it can offer investors the best attributes of passive and active investing in one fund.

Timecodes

  • 0:00 - Introduction
  • 0:37 - Emerging markets outlook
  • 1:34 - What Research Enhanced Index means
  • 2:09 - The portfolio management team
  • 3:00 - Investment process
  • 4:04 - Portfolio construction and weightings
  • 4.57 - Portfolio characteristics 
  • 5:56 - Performance
  • 6:30 - How the portfolio performs in different environments
ETF
JPMorgan Emerging Markets Research Enhanced Index Equity Active ETF (Managed Fund) (JREM)
Global Shares
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J.P. Morgan Asset Management
J.P. Morgan Asset Management

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