{"id":9799,"date":"2009-02-04T00:00:00","date_gmt":"2009-02-04T00:00:00","guid":{"rendered":""},"modified":"-0001-11-30T00:00:00","modified_gmt":"-0001-11-30T04:00:00","slug":"jpmorgan-tips-drugmakers-and-non-life-insurers","status":"publish","type":"post","link":"https:\/\/hedgeco.net\/news\/02\/2009\/jpmorgan-tips-drugmakers-and-non-life-insurers.html","title":{"rendered":"JPMorgan tips drugmakers and non-life insurers"},"content":{"rendered":"<p>Reuters UK &#8211; JPMorgan Europe Dynamic fund favours defensive drugmakers and non-life insurers and has no plans to move into cyclicals until company newsflow, employment and money supply improve. <\/p>\n<p>John Baker, portfolio manager of the 260 million euro (233.52 million pounds) fund, told Reuters his portfolio was invested in stocks with good newsflow and was mainly defensively positioned.<\/p>\n<p>Baker favours GlaxoSmithKline which has taken a lot of cost out of its business and whose operating margins are improving, surprising the analyst community positively, he said.<\/p>\n<p><a href=\"http:\/\/www.hedgeco.net\/news\/news_land.php?i=http:\/\/uk.reuters.com\/article\/fundsNews\/idUKLNE51300W20090204\" target=\"_blank\"><strong>Read Complete Article<\/strong><\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Reuters UK &#8211; JPMorgan Europe Dynamic fund favours defensive drugmakers and non-life insurers and has no plans to move into cyclicals until company newsflow, employment and money supply improve. John Baker, portfolio manager of the 260 million euro (233.52 million [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[4],"tags":[6946,6947,1525,5309,6952,6948,6951,3228,6950,6949,209,4326,353],"class_list":["post-9799","post","type-post","status-publish","format-standard","hentry","category-syndicated","tag-analyst-community","tag-cyclicals","tag-dynamic-fund","tag-europe","tag-glaxosmithkline","tag-john-baker","tag-jpmorgan","tag-life-insurers","tag-money-supply","tag-operating-margins","tag-portfolio-manager","tag-reuters","tag-stocks"],"_links":{"self":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/9799","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/comments?post=9799"}],"version-history":[{"count":0,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/posts\/9799\/revisions"}],"wp:attachment":[{"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/media?parent=9799"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/categories?post=9799"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/hedgeco.net\/news\/wp-json\/wp\/v2\/tags?post=9799"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}