Hannah Anderson

Hannah Anderson is a global market strategist at JP Morgan Asset Management.
Hannah Anderson
Hannah Anderson is a global market strategist at JP Morgan Asset Management.

Latest from Hannah Anderson

Macroscope | From US to China, Britain to Argentina, geopolitics are roiling markets, starting with currencies

The US dollar, Chinese yuan, British pound and Argentine peso have been quick to feed geopolitical tensions into wider markets. As political dramas unfold, fast-moving currency markets will continue to release value for shrewd investors.

7 Sep 2019 - 4:37AM

The US dollar, Chinese yuan, British pound and Argentine peso have been quick to feed geopolitical tensions into wider markets. As political dramas unfold, fast-moving currency markets will continue to release value for shrewd investors.

From US to China, Britain to Argentina, geopolitics are roiling markets, starting with currencies
Macroscope | Aimed at China, Donald Trump’s trade war shots keep businesses and investors on their toes

Whatever the intended impact of the latest tariff threat and the designation of China as a currency manipulator, the US moves are sure to disrupt the global economy and inflict pain beyond their target. Under such conditions, market volatility is a given.

10 Aug 2019 - 4:38AM

Whatever the intended impact of the latest tariff threat and the designation of China as a currency manipulator, the US moves are sure to disrupt the global economy and inflict pain beyond their target. Under such conditions, market volatility is a given.

Aimed at China, Donald Trump’s trade war shots keep businesses and investors on their toes
Macroscope | Despite Donald Trump and Xi Jinping’s G20 handshake, trade woes will remain a drag on markets, especially in Asia

Slowing global growth will negatively impact trade, while Sino-US talks have had too many twists and turns for investors to become complacent, despite the good optics coming out of Osaka.

6 Jul 2019 - 4:33AM

Slowing global growth will negatively impact trade, while Sino-US talks have had too many twists and turns for investors to become complacent, despite the good optics coming out of Osaka.

Despite Donald Trump and Xi Jinping’s G20 handshake, trade woes will remain a drag on markets, especially in Asia
Macroscope | The bond market flashes a ‘recession warning’, but it’s not time yet to panic

An inverted yield curve typically precedes a worsening economic outlook, even a recession. But this time, as yield on 10-year Treasuries dipped below that on the three-month bills, many other factors were at play. There’s no guarantee a recession will follow.

31 May 2019 - 10:20PM

An inverted yield curve typically precedes a worsening economic outlook, even a recession. But this time, as yield on 10-year Treasuries dipped below that on the three-month bills, many other factors were at play. There’s no guarantee a recession will follow.

The bond market flashes a ‘recession warning’, but it’s not time yet to panic
Opinion | As money pours in, can Chinese markets continue the upward trend, or is it too much too soon?

With China’s foreign exchange reserves beating expectations, A-shares erasing 2018 losses and new recognition from international benchmarks, investors have reason to smile.

12 Apr 2019 - 10:24PM

With China’s foreign exchange reserves beating expectations, A-shares erasing 2018 losses and new recognition from international benchmarks, investors have reason to smile.

As money pours in, can Chinese markets continue the upward trend, or is it too much too soon?
Macroscope | Which way now – have we reached a ceiling for equity prices this year, or is there more to come?

Expectations of risks are often more important than the risks themselves. Investors should remember that, in reality, the US-China trade war is far from over, and the Fed’s softer policy on rates may change later this year.

15 Mar 2019 - 10:31PM

Expectations of risks are often more important than the risks themselves. Investors should remember that, in reality, the US-China trade war is far from over, and the Fed’s softer policy on rates may change later this year.

Which way now – have we reached a ceiling for equity prices this year, or is there more to come?
Macroscope | In China, government policies, rather than GDP numbers, tell us most about markets

In trying to balance the need to support the economy with the need to control systemic risks, Beijing is using a mix of monetary and fiscal measures that investors should watch closely to gauge the health of the economy.

15 Feb 2019 - 10:26PM

In trying to balance the need to support the economy with the need to control systemic risks, Beijing is using a mix of monetary and fiscal measures that investors should watch closely to gauge the health of the economy.

In China, government policies, rather than GDP numbers, tell us most about markets
Macroscope | The danger in 2019: markets’ dim view of the economy may become a self-fulfilling prophecy

2018 was a tough year for investors grappling with market sentiments that were persistently more pessimistic than actual conditions. Policy decisions and political tensions will continue to matter in 2019.

4 Jan 2019 - 10:22PM

2018 was a tough year for investors grappling with market sentiments that were persistently more pessimistic than actual conditions. Policy decisions and political tensions will continue to matter in 2019.

The danger in 2019: markets’ dim view of the economy may become a self-fulfilling prophecy
Macroscope | Signs point to a US recession, but when? The answer is, probably not any time soon

An inverted yield curve means the US should brace for a recession in the medium term, but investors should beware of jumping ship too soon.

15 Dec 2018 - 10:55AM

An inverted yield curve means the US should brace for a recession in the medium term, but investors should beware of jumping ship too soon.

Signs point to a US recession, but when? The answer is, probably not any time soon
Macroscope | What the rise and fall of oil prices says about asset markets

The sudden dip in prices in October after steady increases all year was due not to changes to the fundamentals, but to new expectations. Markets move on investors’ risk perceptions, even if they’re not based on reality.

16 Nov 2018 - 10:19PM

The sudden dip in prices in October after steady increases all year was due not to changes to the fundamentals, but to new expectations. Markets move on investors’ risk perceptions, even if they’re not based on reality.

What the rise and fall of oil prices says about asset markets
Macroscope | Saudi crisis, trade war, rising interest rates – there are plenty of fault lines in global markets but no catastrophe … yet

There is plenty of sour economic news to go around, but for the time being disruptions, mainly in the form of disputes over trade, currency manipulation and geopolitics, look temporary.

19 Oct 2018 - 10:46PM

There is plenty of sour economic news to go around, but for the time being disruptions, mainly in the form of disputes over trade, currency manipulation and geopolitics, look temporary.

Saudi crisis, trade war, rising interest rates – there are plenty of fault lines in global markets but no catastrophe … yet
Macroscope | As the US-China trade war rages on, investors must not lose sight of central banks and economic fundamentals

Hannah Anderson says news about interest rates and economic growth seems to get lost in the rapidly moving news cycle but when it comes to emerging markets, central banks are the players to watch.

22 Sep 2018 - 4:37AM

Hannah Anderson says news about interest rates and economic growth seems to get lost in the rapidly moving news cycle but when it comes to emerging markets, central banks are the players to watch.

As the US-China trade war rages on, investors must not lose sight of central banks and economic fundamentals
Macroscope | China’s steady hand on falling yuan bolsters investor confidence

The Chinese authorities’ timely intervention to stabilise the renminbi, in the face of a slowing economy amid trade war tensions, has reset investor expectations.

1 Sep 2018 - 2:52AM

The Chinese authorities’ timely intervention to stabilise the renminbi, in the face of a slowing economy amid trade war tensions, has reset investor expectations.

China’s steady hand on falling yuan bolsters investor confidence
Macroscope | We’re not in a currency war yet, even if the market fluctuations have been unexpected

A currency war would be the result of a conscious decision by central banks to lower the values of their currencies to give them an edge over their trading partners. What we’re seeing instead is a renminbi driven down by concerns over trade and an unexpectedly strong dollar.

10 Aug 2018 - 10:31PM

A currency war would be the result of a conscious decision by central banks to lower the values of their currencies to give them an edge over their trading partners. What we’re seeing instead is a renminbi driven down by concerns over trade and an unexpectedly strong dollar.

We’re not in a currency war yet, even if the market fluctuations have been unexpected
If US trade war has made investing in financial markets feel like a trip to the dentist, it’s best to grin and bear it

A pro-risk tilt in portfolios is still appropriate, despite recent volatility, given that market fundamentals remain solid.

13 Jul 2018 - 10:32PM

A pro-risk tilt in portfolios is still appropriate, despite recent volatility, given that market fundamentals remain solid.

If US trade war has made investing in financial markets feel like a trip to the dentist, it’s best to grin and bear it
Macroscope | Calm before the storm? Ongoing US-China trade tensions leave markets and investors on edge

Hopes that Washington and Beijing could resolve their trade disagreement have to be put on hold as June negotiations have shown little progress, and the possibility of punitive tariffs remains a reality.

8 Jun 2018 - 11:08PM

Hopes that Washington and Beijing could resolve their trade disagreement have to be put on hold as June negotiations have shown little progress, and the possibility of punitive tariffs remains a reality.

Calm before the storm? Ongoing US-China trade tensions leave markets and investors on edge