This bulletin, written by Dr. David Kelly, addresses the Federal Open Market Committee meeting announcement on September 17.
A weekly review of global markets and multi-asset portfolios
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.
Demand/supply dynamics are creating investment opportunities in several value-added real estate subsectors.
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.
Full report detailing JPM's long-term capital market return assumptions for 2013
Executive summary of 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
The insurers' moment: Credit lending after the crisis