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A JPMorgan asset manager with $135 billion to play with tells us the 3 areas of the market that excite him the most

BI PRIME: JPMorgan Asset Management's Malcolm Smith singled out three industries where disruption presents the strongest opportunities for investors.

  • Malcolm Smith is head of a group of which manages $135 billion of assets at JPMorgan Asset Management.
  • Smith told Business Insider the areas of the market he is looking at for opportunities.
  • They tend to be those being heavily influenced by disruption and technology.
  • Retailers, automakers, and commodity firms are of particular interest to him.
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LONDON — Technological advances and disruption are the key trends that stock investors should be focusing on, according to one of JPMorgan Asset Management's most senior equity managers.

Malcolm Smith, who

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