China���s economic revolution continues to be one of the defining stories of the 21st century.
Market recap for the week, with consymer confidence & equities chart, economic data calendar, & market statistics
How to enhance portfolio returns while limiting investment costs
Infrastructure roundtable: In-depth discussion in European Pensions magazine, involving executives from seven investment firms and consultancies.
Michael Cembalest, in his annual energy paper discusses the deep de-carbonization of electricity grids.
Andy Darcy, CEO of J.P. Morgan Asset Management Transportation Assets, talks about the evolving asset class and where he sees the best opportunities in ships, trains, aircraft and more.
An Opportune Time to Build Your Strategic Allocation
This paper considers the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
Themes from the quarterly Quantitative Beta Research Summit
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.