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.
Just as headwinds from trade policy were beginning to dissipate, the outbreak of COVID-19 has pushed the global economy into recession.
What to expect in the next 15 years.
This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Many defined contribution (DC) pension scheme members may be pleased with year-end 2017 results in their retirement plan statements, but the outlook for market returns over the next 10 to 15 years remains less than inspiring, according to J.P. Morgan’s 20
Bond yields remain at or near historic lows around the world, leading to a substantial increase in the value of pension plan liabilities.
Learn how J.P. Morgan partners with E&F clients to examine their requirements and meet their investment objectives.
The US recovery is now the longest on record. Nobody knows exactly how much longer this expansion will last.
Global markets and multi-asset portfolios