A summary of the factors driving global markets over the last month.
Adding credit exposure to defined contribution (DC) defaults via an unconstrained multi-asset credit fund has the potential to enhance risk-adjusted returns and improve outcomes for DC plan members.
In tandem with the escalations and setbacks in the trade war since midyear, policy uncertainty has risen significantly above its long-term average. This policy uncertainty could ratchet the economic outlook in either direction.
Pension strategies: Matching cash flows and managing liquidity
Learn about J.P. Morgan Institutional's best-in-class global liquidity investments in a range of currencies, risk levels and durations.
High-yield portfolios should now combine yield with dividend growth. Cash flow analysis helps determine if dividends are sustainable
Pension Pulse Summer 2019
UK pension funds are moving to globalise their real estate holdings, taking advantage of increased diversification benefits and greater scale of investment opportunities.
Themes and implications from the most recent Global Fixed Income, Currency & Commodities Investment Quarterly