A summary of the factors driving global markets over the last month.
The S&P 500 could hit 10,000 by the mid-2030s
Inside Insurance provides a regular round up of the key trends in the insurance market, as observed by the Global Insurance Solutions Strategy & Analytics team.
We raised the probability of Recession to 55% after virus-induced shocks, oil prices’ collapse and violent market volatility. We are de-risking, adding very high quality duration, while expecting credit markets to cheapen and reserve currencies to do well
Learn how J.P. Morgan creates customized plans to help clients implement a liability driven investment (LDI) strategy.
The authors discuss sustainable investing, highlighting why there is not trade-off between a focus on sustainability and the maximisation of profit.
The paper discusses the pportunities and risks that institutions should consider when investing in China’s A-Share and private equity markets.
In evaluating climate risk in a potential equity investment, we consider both the physical aspects of climate change and the implications of the ongoing energy transition to a low carbon economy.
What investors should consider
Learn how applying Strategic beta can help investors access the benefits of active investments through a passive strategy. This case study also reveals how hese strategies look to address deficiencies in traditional market-cap weighted and single-factor i