This paper outlines the potential investment implications of IFRS 9 on bond and equity investment strategies
Observe how our investment professionals outline their thoughts and methods that are currently aligned with improving global growth—these are their perspectives across equities, alternatives, and fixed income asset classes.
Explores how institutional investors should reconfigure portfolio allocations/strategies in a world of low returns.
Michael Cembalest analyzes the performance of over 6,700 domestic and international active equity managers, and discusses the challenges they face outperforming at a time of markets distorted by quantitative easing.
Full report detailing JPM's long-term capital market return assumptions for 2013
Chart of JPM's long-term capital market return assumptions. Deleveraging will depress growth while risk assets should offer decent returns
Executive summary of JPM's long-term capital market return assumptions for 2013
A summary of the recent IFRS Foundation Conference highlighting important regulatory issues and changes that are affecting insurers today.
In lower cost, liquid vehicles, alternative risk premia strategies can strengthen a risk-return profile.
Armageddonists and the portfolio cost of fear, 2010-2019