Fund manager interview series

Looking to US equities, bonds for defensive play

Near-term recession risk in the US remains low, says JP Morgan Asset Management managing director Leon Goldfeld.
Near-term recession risk in the US remains low, says JP Morgan Asset Management managing director Leon Goldfeld. ST PHOTO: JEREMY KWAN

Leon Goldfeld, managing director at JP Morgan Asset Management, discusses the multi-asset investment approach and his outlook on markets in the latest of our series featuring fund managers and market experts.

Mr Leon Goldfeld is a portfolio manager in the multi-asset solutions team, based in Hong Kong. He joined JP Morgan Asset Management from Amundi Hong Kong, where he was head of Asian multi-asset investment. He was promoted to deputy chief investment officer of Amundi Hong Kong in 2015.

Before joining Amundi, Mr Goldfeld was managing director of investment strategy group at Goldman Sachs Private Wealth Management, focusing on emerging market equity strategy.

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A version of this article appeared in the print edition of The Sunday Times on March 24, 2019, with the headline 'Looking to US equities, bonds for defensive play'. Print Edition | Subscribe