JPMorgan Asset Management Overweights US and Japanese Equities, Bullish on AI Tech Stocks
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On 4 November 2026, Jin Yuejue, Head of Multi-Asset Solutions Asia at JPMorgan Asset Management, said the company currently holds a neutral view on US Treasuries, is relatively bullish on US equities, especially AI-related tech stocks, and is overweight US and Japanese equities. She noted that US tech stock valuations have fallen back to defensive stock levels. Jin also said 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.
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- 明報·每日經濟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.
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