Allocating to multi-asset credit managers, who seek out alpha opportunities without constraint, can improve risk-adjusted returns for the average DB plan.
We believe the Brexit negotiations will conclude with a relatively “soft” Brexit.
Can you close the return gap?
Regime shift from “lower for longer” toward reflation?
As 2019 approaches, how should your portfolio be positioned?
How can core real assets help improve liability-aware portfolios?
2014 has brought a turning point in that economic growth and market returns have stabilized, while the world economy has returned to normal. In this paper, discover how JPMC's long-term assumptions (from the last decade) have stood the test of time.
While tariffs remain a concern, the key issue is the degree—which we deem moderate—of U.S. recession risk. The current global backdrop makes the U.S. dollar unlikely to strengthen. Earnings growth expectations are modest, valuations are undemanding