Should investors fear an erosion of the illiquidity premium?
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
Caught our eye: UK pension buy and maintain strategies could bring demand pressure to sterling corporate bonds
In an already tightly held market for sterling corporate bonds, even modest moves by UK pension funds to adopt buy and maintain strategies could create stiff competition for these assets.
A summary of the factors driving global markets over the last month.
Optimism faded following an agreement in principle for a “phase one” trade deal between the U.S. and China as details of the agreement underwhelmed market participants.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
A weekly review of global markets and multi-asset portfolios
Key findings from the Multi-Asset Solutions Strategy Summit
Global markets and multi-asset portfolios
An alternative risk premia strategy is itself more diversified than a diversified growth fund or an all-equity portfolio.