Michael discusses US-China trade war in context, the outlook for prescription drug price legislation, and an updated ideological scorecard for 2020 Presidential candidates.
Our 2019 Global Alternatives Outlook (PDF) has ideas to help you navigate this shifting investment landscape in the upcoming 12- to 18-months.
What to expect in the next 15 years.
Expected returns and correlations of asset classes.
This paper considers the role an enhanced allocation to real assets can play in portfolios during various stages of the pension life cycle.
Michael discusses how short covering, rather than real money, has driven the fastest recovery on record following a bear market, and looks ahead at slowing earnings growth.
The how and why of diversification
New dimensions of diversification
One session exploring healthcare investment was a CIO panel featuring Jacque Millard, Leslie Lenzo and John Barker.
J.P. Morgan Alternative Asset Management is honored by Institutional Investor magazine as "Firm of the Year" among Large Fund of Hedge Funds managers at the 12th Annual Hedge Fund Industry Awards.