Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting
J.P. Morgan Private Equity Group is one of the largest and most active global private equity programs in the industry.
Modestly but steadily lower returns
Hedged equity (or options overlay) strategies can provide higher risk-adjusted returns over broad-based equity indexes, in part by using options to minimize the impact of market disruptions and downturns.
Is China still the wildcard in domestic equity markets?
How to enhance portfolio returns while limiting investment costs
Where can investors find sustainable sources of return?
J.P. Morgan 2019 LTCMA Equity Market Assumptions