What's going on in the world of late cycle investing, unicorn IPOs, and growth in the private equity market?
Securities lending is a long-established practice that can increase returns for shareholders in our investment funds that participate in the J.P. Morgan Asset Management Securities Lending Programme.
Themes and implications from the Global Fixed Income, Currency & Commodities Investment Quarterly
Our summer 2019 edition looks at UK pension buy and maintain strategies, the globalisation of real estate holdings and the importance of timing when investing in a volatile, late cycle environment.
Reaching for yield, which we define as buying bonds with wider spreads after controlling for sector and rating impacts, is a topic that frequently arises in the life insurance industry.
Pension funds don���t face the many constraints that make buy and maintain strategies so well-suited to insurers, and can make use of these freedoms when designing portfolios to meet the liability-aware investment needs of pension funds.
UK pension plans concerned about how to invest in a volatile, late cycle environment may want to consider two practices: continue effective rebalancing and don���t postpone further duration hedging in anticipation of rising rates.
To build or not to build? To buy or not to buy? Join us in exploring the current commercial real estate market outlook.
Market Bulletin Fed December 2018
Many UK defined benefit (DB) pension funds are well along on their de-risking journey. What lies ahead now is relatively unexplored territory. Here we set out things to consider in building a runoff investment strategy.