JP Morgan Global Growth and Investment has published its final results for the year ending 30 June 2025, with the group upbeat about the coming year’s investment opportunities despite uncertainties around the US.
The US economy has so far proved relatively resilient to uncertainties related to the new US Administration’s trade policies, but it seems wise for investors in all major markets to remain wary of further bouts of US policy-induced volatility, it said on Thursday (2 October).
It added that the portfolio managers have maintained the company’s exposure to several powerful structural trends, including the rapid spread of artificial intelligence , which is expected to drive market gains and benefit performance over the medium to longer term.
Portfolio Managers, Helge Skibeli, James Cook and Sam Witherow, commented:
“Following a period of market dislocation, we believe that stock picking across our global investment universe of around 2,500 stocks is more attractive and potentially rewarding than previously, and we see many well-priced opportunities.
“The Company has exposure to several long-term trends, such as the rapid adoption of AI tools and cloud computing, which we expect will drive the market over the medium to long term… However, we are cautious about the near-term outlook and persistent market volatility, and these factors have also influenced positioning.’
“We continue to be exposed to areas of structural growth but have repositioned the portfolio to ensure balance between cyclical and defensive companies… We retain our conviction in the ability of stock selection to generate returns. We will continue our search for companies that offer superior quality earnings and growth prospects, at attractive valuations, and we are confident of our ability to maintain our long-term track record of positive excess returns for shareholders.”
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