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 | 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 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.

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
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.

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
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.

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.

17 Nov 2018 - 5:25AM
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.

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
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.

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.

29 Sep 2018 - 2:36PM
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.

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.

29 Sep 2018 - 2:36PM
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.

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
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.

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
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.

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.

29 Sep 2018 - 2:36PM
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.

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