Fund Focus: JPM's Talib Sheikh on finding alternative income plays

          1 The fund has just reached its five-year anniversary. What has been the main driver behind its outperformance over this time? We invest globally for income, which gives us the flexibility to move between types of investment, sectors and markets, depending on where opportunities lie. The biggest contributor to our performance has been our global asset allocation process, which focuses on picking the best risk-adjusted yield opportunities. If we think income from one source or region is going to fall, or that risks within a region or asset class pick up, we simply lo...