JPMorgan Asset Management: Overweight US and Japanese Equities; US Tech Valuations Fall to Defensive Stock Levels

Jin Yuejue, Asia head of multi-asset solutions at JPMorgan Asset Management, said the company currently holds a neutral view on US Treasuries and is relatively positive on US equities, especially AI-related tech stocks, and is overweight US and Japanese equities. She noted that investors focusing only on time deposits and government bonds may miss long-term asset appreciation opportunities, while a multi-asset portfolio can meet both income and growth needs.