JPMorgan AM turns to tech and Taiwan
Asset manager leads the charge in bringing two slumbering sectors back to the forefront of global and regional equity strategy.
The linked sectors of technology and tech are becoming favoured themes from both a top and bottom up perspective.ôTech is one of our main sector bets,ö explains Neill Nuttall, London-based head of JPMorgan Asset ManagementÆs global multi-asset group. ôUntil recently our allocation would be close to zero in tech stocks. Because of the flat yield curve there is little benefit in moving up and down the bond risk scale, so there is room to take a more aggressive approach to equities. Our …
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