A surprise rate cut in November 2014 and investor expectations of further easing measures have triggered a strong rally in China equities - both A shares, and in the last three weeks, H shares. Can it last?

Tai Hui, JP Morgan Asset Management

Differentiation is key for emerging markets. Secularly, countries enjoying the rise of consumerism are expected to drive local company earnings above the global norm.

Tai Hui, JP Morgan Asset Management | 0.50 CE

EM equities and fixed income enjoyed a boom in the 2000s. Now after several years of relative underperformance, EMs appear to be on the cusp of stronger growth.

Tai Hui, JP Morgan Asset Management | 1.00 CE

A rise in US Treasury yields is likely to have a profound impact on benchmarks. Bonds should remain a critical component of portfolios, but a more active approach is necessary.

Tai Hui, JP Morgan Asset Management

The start of the end of the Federal Reserve's money printing is expected to reshape the global investment landscape.

Tai Hui, JP Morgan Asset Management