Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly meeting
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
The paper discusses the opportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
J.P. Morgan Asset Management offers a long history of managing private equity investments.
Modestly but steadily lower returns
How to enhance portfolio returns while limiting investment costs
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.
J.P. Morgan 2019 LTCMA Equity Market Assumptions
Where can investors find sustainable sources of return?